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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 | $103,698 | $98,766+5.0% | $149,730-30.7% | $79,852+29.9% |
| Participation rate | 62.3% | 75.8%-13.4pp | 82.5%-20.1pp | 69.6%-7.3pp |
| Annual return | 17.90% | 27.43%-9.5pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,133 | $5,681-9.6% | $6,843-25.0% | $3,740+37.2% |
| Admin fee / account holder | $1,613 | $6,052-73.3% | $9,310-82.7% | $5,306-69.6% |