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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 | $101,446 | $89,370+13.5% | $141,197-28.2% | $72,976+39.0% |
| Participation rate | 41.7% | 75.1%-33.5pp | 82.5%-40.8pp | 69.5%-27.8pp |
| Annual return | 25.49% | 111.88%-86.4pp | 71.41%-45.9pp | 81.02%-55.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,366 | $5,419-56.3% | $6,710-64.7% | $3,608-34.4% |
| Admin fee / account holder | $1,546 | $5,957-74.0% | $10,265-84.9% | $5,124-69.8% |