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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 | $104,511 | $87,132+19.9% | $105,624-1.1% | $80,959+29.1% |
| Participation rate | 45.8% | 70.4%-24.6pp | 75.3%-29.4pp | 67.7%-21.8pp |
| Annual return | 16.38% | 17.03%-0.6pp | 116.20%-99.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,879 | $3,985-52.8% | $5,013-62.5% | $4,300-56.3% |
| Admin fee / account holder | $14,656 | $8,449+73.5% | $10,961+33.7% | $6,925+111.6% |