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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 | $96,942 | $110,240-12.1% | $96,544+0.4% | $139,487-30.5% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 20.96% | 26.41%-5.5pp | 25.88%-4.9pp | 373.84%-352.9pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,357 | $5,549-39.5% | $4,851-30.8% | $6,713-50.0% |
| Admin fee / account holder | $2,129 | $11,602-81.7% | $8,254-74.2% | $11,407-81.3% |