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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 | $112,102 | $99,875+12.2% | $146,866-23.7% | $86,983+28.9% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.5%-13.8pp | 69.5%-0.8pp |
| Annual return | 17.12% | 28.10%-11.0pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,739 | $6,322+22.4% | $7,759-0.3% | $4,194+84.5% |
| Admin fee / account holder | $6,921 | $7,838-11.7% | $13,620-49.2% | $7,856-11.9% |