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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 | $104,867 | $112,935-7.1% | $90,970+15.3% | $158,966-34.0% |
| Participation rate | 27.8% | 74.7%-47.0pp | 69.0%-41.2pp | 82.0%-54.2pp |
| Annual return | 9.93% | 215.79%-205.9pp | 134.58%-124.6pp | 302.95%-293.0pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,248 | $4,129-69.8% | $3,373-63.0% | $5,983-79.1% |
| Admin fee / account holder | $587 | $8,045-92.7% | $5,960-90.1% | $11,250-94.8% |