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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 | $93,523 | $89,259+4.8% | $107,187-12.7% | $82,637+13.2% |
| Participation rate | 53.1% | 67.9%-14.9pp | 75.0%-22.0pp | 68.1%-15.0pp |
| Annual return | 17.13% | 21.02%-3.9pp | 204.55%-187.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,276 | $4,037-18.9% | $5,096-35.7% | $4,126-20.6% |
| Admin fee / account holder | $2,153 | $7,381-70.8% | $9,162-76.5% | $7,339-70.7% |