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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 | $117,003 | $117,846-0.7% | $102,434+14.2% | $145,884-19.8% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 19.70% | 31.90%-12.2pp | 29.46%-9.8pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,553 | $5,733-20.6% | $5,055-9.9% | $6,690-31.9% |
| Admin fee / account holder | $30,343 | $13,356+127.2% | $9,462+220.7% | $13,392+126.6% |