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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 | $106,244 | $101,063+5.1% | $81,473+30.4% | $147,586-28.0% |
| Participation rate | 43.8% | 74.5%-30.7pp | 68.0%-24.2pp | 82.8%-39.1pp |
| Annual return | 13.93% | 32.41%-18.5pp | 38.78%-24.9pp | 578.59%-564.7pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,707 | $4,242-12.6% | $3,537+4.8% | $5,439-31.8% |
| Admin fee / account holder | $25,669 | $5,812+341.6% | $4,561+462.8% | $10,886+135.8% |