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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 | $102,580 | $93,617+9.6% | $135,982-24.6% | $75,177+36.5% |
| Participation rate | 53.3% | 75.2%-21.9pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 17.85% | 30.89%-13.0pp | 68.32%-50.5pp | 160.75%-142.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,340 | $6,406+30.2% | $7,760+7.5% | $4,126+102.1% |
| Admin fee / account holder | $18,189 | $6,980+160.6% | $10,767+68.9% | $5,651+221.9% |