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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 | $97,637 | $93,589+4.3% | $135,942-28.2% | $75,181+29.9% |
| Participation rate | 59.0% | 75.2%-16.2pp | 81.9%-22.9pp | 67.2%-8.2pp |
| Annual return | 18.07% | 30.90%-12.8pp | 68.28%-50.2pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,611 | $6,405+112.5% | $7,759+75.4% | $4,126+229.9% |
| Admin fee / account holder | $16,883 | $6,977+142.0% | $10,764+56.8% | $5,650+198.8% |