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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,476 | $105,929-1.4% | $81,926+27.5% | $158,950-34.3% |
| Participation rate | 46.7% | 75.6%-28.9pp | 72.0%-25.3pp | 82.0%-35.3pp |
| Annual return | 15.79% | 38.19%-22.4pp | 29.49%-13.7pp | 302.91%-287.1pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $972 | $13,007-92.5% | $7,108-86.3% | $5,983-83.8% |
| Admin fee / account holder | $412 | $8,492-95.1% | $5,159-92.0% | $11,248-96.3% |