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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 | $111,333 | $106,267+4.8% | $96,520+15.3% | $139,456-20.2% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 15.68% | 38.45%-22.8pp | 35.72%-20.0pp | 373.45%-357.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,463 | $5,454-73.2% | $4,879-70.0% | $6,711-78.2% |
| Admin fee / account holder | $947 | $7,882-88.0% | $6,733-85.9% | $11,407-91.7% |