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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 | $109,913 | $117,846-6.7% | $102,434+7.3% | $145,884-24.7% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 13.09% | 31.90%-18.8pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,464 | $5,733+47.6% | $5,055+67.4% | $6,690+26.5% |
| Admin fee / account holder | $4,271 | $13,356-68.0% | $9,462-54.9% | $13,392-68.1% |