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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 | $101,059 | $97,125+4.1% | $86,233+17.2% | $137,256-26.4% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.0%-4.0pp | 80.0%-15.0pp |
| Annual return | 13.65% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,061 | $5,180-40.9% | $4,559-32.9% | $6,407-52.2% |
| Admin fee / account holder | $1,012 | $9,725-89.6% | $8,342-87.9% | $12,270-91.8% |