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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 | $115,203 | $124,336-7.3% | $111,303+3.5% | $167,518-31.2% |
| Participation rate | 54.2% | 79.6%-25.5pp | 77.3%-23.1pp | 82.1%-27.9pp |
| Annual return | 17.28% | 37.45%-20.2pp | 54.66%-37.4pp | 478.71%-461.4pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,845 | $5,181-45.1% | $4,487-36.6% | $6,342-55.1% |
| Admin fee / account holder | $2,191 | $10,623-79.4% | $7,966-72.5% | $12,312-82.2% |