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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 | $101,440 | $87,132+16.4% | $105,624-4.0% | $80,959+25.3% |
| Participation rate | 58.8% | 70.4%-11.6pp | 75.3%-16.4pp | 67.7%-8.8pp |
| Annual return | 12.69% | 17.03%-4.3pp | 116.20%-103.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,106 | $3,985+103.4% | $5,013+61.7% | $4,300+88.5% |
| Admin fee / account holder | $12,572 | $8,449+48.8% | $10,961+14.7% | $6,925+81.5% |