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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 | $109,993 | $91,167+20.7% | $178,498-38.4% | $79,858+37.7% |
| Participation rate | 64.1% | 69.2%-5.1pp | 81.9%-17.8pp | 69.6%-5.5pp |
| Annual return | 21.01% | 24.19%-3.2pp | 151.09%-130.1pp | 31.72%-10.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,890 | $3,236+143.8% | $5,202+51.7% | $3,740+110.9% |
| Admin fee / account holder | $10,369 | $6,747+53.7% | $13,985-25.9% | $5,306+95.4% |