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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 | $97,527 | $103,392-5.7% | $87,104+12.0% | $152,897-36.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 27.61% | 28.10%-0.5pp | 28.19%-0.6pp | 345.43%-317.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,395 | $4,778-28.9% | $4,048-16.1% | $5,851-42.0% |
| Admin fee / account holder | $1,882 | $12,194-84.6% | $7,491-74.9% | $11,599-83.8% |