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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 | $103,938 | $98,760+5.2% | $149,715-30.6% | $79,858+30.2% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 16.26% | 27.43%-11.2pp | 276.66%-260.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,142 | $5,681+8.1% | $6,842-10.2% | $3,740+64.2% |
| Admin fee / account holder | $4,396 | $6,053-27.4% | $9,310-52.8% | $5,306-17.2% |