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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 | $93,907 | $98,766-4.9% | $149,730-37.3% | $79,852+17.6% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-4.9pp |
| Annual return | 15.05% | 27.43%-12.4pp | 276.70%-261.6pp | 31.72%-16.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,419 | $5,681+30.6% | $6,843+8.4% | $3,740+98.3% |
| Admin fee / account holder | $8,830 | $6,052+45.9% | $9,310-5.2% | $5,306+66.4% |