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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 | $102,226 | $78,682+29.9% | $109,188-6.4% | $85,851+19.1% |
| Participation rate | 59.3% | 68.3%-9.0pp | 75.9%-16.6pp | 69.3%-10.1pp |
| Annual return | 18.66% | 25.09%-6.4pp | 25.76%-7.1pp | 318.63%-300.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,432 | $3,468-1.0% | $4,654-26.3% | $3,952-13.2% |
| Admin fee / account holder | $8,276 | $5,470+51.3% | $6,755+22.5% | $6,261+32.2% |