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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 | $110,015 | $107,421+2.4% | $182,262-39.6% | $94,015+17.0% |
| Participation rate | 43.2% | 77.8%-34.6pp | 84.2%-41.0pp | 70.8%-27.6pp |
| Annual return | 15.04% | 21.32%-6.3pp | 140.60%-125.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,461 | $6,558-1.5% | $8,276-21.9% | $4,249+52.0% |
| Admin fee / account holder | $4,281 | $8,692-50.7% | $16,712-74.4% | $8,951-52.2% |