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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 | $105,213 | $99,652+5.6% | $78,778+33.6% | $147,586-28.7% |
| Participation rate | 47.1% | 76.2%-29.2pp | 69.2%-22.1pp | 82.8%-35.8pp |
| Annual return | 14.04% | 47.28%-33.2pp | 35.62%-21.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,225 | $3,664-12.0% | $2,958+9.0% | $5,439-40.7% |
| Admin fee / account holder | $2,877 | $7,155-59.8% | $5,134-44.0% | $10,886-73.6% |