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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 | $102,158 | $51,606+98.0% | $129,339-21.0% | $80,911+26.3% |
| Participation rate | 54.0% | 57.0%-3.0pp | 69.6%-15.7pp | 67.6%-13.7pp |
| Annual return | 12.09% | 20.76%-8.7pp | 9437.05%-9425.0pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,529 | $2,669+144.7% | $4,170+56.6% | $4,297+51.9% |
| Admin fee / account holder | $6,238 | $4,310+44.7% | $7,668-18.6% | $6,935-10.0% |