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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 | $100,866 | $201,372-49.9% | $184,260-45.3% | $145,884-30.9% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 15.15% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,186 | $9,808+14.1% | $9,133+22.5% | $6,690+67.2% |
| Admin fee / account holder | $3,131 | $16,362-80.9% | $13,898-77.5% | $13,392-76.6% |