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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 | $100,747 | $109,411-7.9% | $89,435+12.6% | $158,982-36.6% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 13.24% | 345.68%-332.4pp | 245.55%-232.3pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,587 | $4,600+86.7% | $3,890+120.7% | $5,983+43.5% |
| Admin fee / account holder | $5,526 | $6,159-10.3% | $4,884+13.1% | $11,252-50.9% |