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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 | $102,357 | $98,776+3.6% | $149,745-31.6% | $79,856+28.2% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.6%-25.6pp |
| Annual return | 32.69% | 27.38%+5.3pp | 276.72%-244.0pp | 31.71%+1.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,849 | $5,681-49.8% | $6,843-58.4% | $3,741-23.8% |
| Admin fee / account holder | $20,141 | $6,053+232.8% | $9,312+116.3% | $5,306+279.6% |