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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 | $105,833 | $89,370+18.4% | $141,197-25.0% | $72,976+45.0% |
| Participation rate | 55.2% | 75.1%-20.0pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 23.69% | 111.88%-88.2pp | 71.41%-47.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,623 | $5,419-33.1% | $6,710-46.0% | $3,608+0.4% |
| Admin fee / account holder | $2,136 | $5,957-64.1% | $10,265-79.2% | $5,124-58.3% |