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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 | $89,668 | $97,125-7.7% | $86,233+4.0% | $137,256-34.7% |
| Participation rate | 36.4% | 74.2%-37.8pp | 69.0%-32.7pp | 80.0%-43.6pp |
| Annual return | 17.33% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,106 | $5,180-40.0% | $4,559-31.9% | $6,407-51.5% |
| Admin fee / account holder | $315 | $9,725-96.8% | $8,342-96.2% | $12,270-97.4% |