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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 | $87,037+16.5% | $106,201-4.5% | $80,874+25.4% |
| Participation rate | 58.8% | 70.4%-11.6pp | 75.3%-16.5pp | 67.6%-8.8pp |
| Annual return | 12.69% | 17.05%-4.4pp | 116.26%-103.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,106 | $3,986+103.4% | $5,012+61.7% | $4,297+88.7% |
| Admin fee / account holder | $12,572 | $8,434+49.1% | $11,039+13.9% | $6,935+81.3% |