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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 | $107,487 | $110,212-2.5% | $96,534+11.3% | $139,466-22.9% |
| Participation rate | 31.3% | 78.1%-46.9pp | 76.0%-44.7pp | 80.3%-49.1pp |
| Annual return | 18.31% | 26.42%-8.1pp | 25.88%-7.6pp | 373.66%-355.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,573 | $5,547-35.6% | $4,851-26.3% | $6,712-46.8% |
| Admin fee / account holder | $2,384 | $11,599-79.4% | $8,253-71.1% | $11,409-79.1% |