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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 | $107,118 | $101,063+6.0% | $81,473+31.5% | $147,586-27.4% |
| Participation rate | 9.5% | 74.5%-64.9pp | 68.0%-58.4pp | 82.8%-73.3pp |
| Annual return | 17.64% | 32.41%-14.8pp | 38.78%-21.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $548 | $4,242-87.1% | $3,537-84.5% | $5,439-89.9% |
| Admin fee / account holder | $3,049 | $5,812-47.6% | $4,561-33.2% | $10,886-72.0% |