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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 | $108,882-7.2% | $96,754+4.4% | $154,746-34.7% |
| Participation rate | 65.0% | 75.1%-10.1pp | 70.3%-5.3pp | 80.7%-15.7pp |
| Annual return | 13.65% | 98.39%-84.7pp | 82.04%-68.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,061 | $5,323-42.5% | $4,758-35.7% | $6,730-54.5% |
| Admin fee / account holder | $1,012 | $10,200-90.1% | $8,905-88.6% | $14,365-93.0% |