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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 | $86,123 | $78,423+9.8% | $95,964-10.3% | $79,856+7.8% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | 17.51% | 19.37%-1.9pp | 91.64%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,739 | $3,440-20.4% | $4,167-34.3% | $3,741-26.8% |
| Admin fee / account holder | $6,264 | $5,622+11.4% | $6,797-7.8% | $5,306+18.1% |