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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 | $99,501 | $101,618-2.1% | $93,063+6.9% | $137,256-27.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 12.09% | 223.95%-211.9pp | 34.15%-22.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,176 | $4,279-2.4% | $3,958+5.5% | $6,407-34.8% |
| Admin fee / account holder | $551 | $6,198-91.1% | $6,033-90.9% | $12,270-95.5% |