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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 | $87,672 | $97,125-9.7% | $86,233+1.7% | $137,256-36.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 11.08% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,506 | $5,180-13.0% | $4,559-1.2% | $6,407-29.7% |
| Admin fee / account holder | $912 | $9,725-90.6% | $8,342-89.1% | $12,270-92.6% |