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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 | $107,542 | $84,236+27.7% | $170,435-36.9% | $70,126+53.4% |
| Participation rate | 8.3% | 70.8%-62.5pp | 83.6%-75.3pp | 69.5%-61.2pp |
| Annual return | 17.96% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,218 | $3,086-60.5% | $4,939-75.3% | $3,332-63.4% |
| Admin fee / account holder | $7,701 | $5,698+35.1% | $13,881-44.5% | $4,645+65.8% |