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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 | $99,495 | $106,749-6.8% | $145,433-31.6% | $82,448+20.7% |
| Participation rate | 52.4% | 75.6%-23.3pp | 82.1%-29.7pp | 68.1%-15.7pp |
| Annual return | 15.31% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,169 | $6,519+10.0% | $7,897-9.2% | $4,139+73.2% |
| Admin fee / account holder | $29,529 | $8,390+252.0% | $13,129+124.9% | $7,234+308.2% |