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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 | $107,897 | $93,589+15.3% | $135,942-20.6% | $75,181+43.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 22.95% | 30.90%-8.0pp | 68.28%-45.3pp | 160.69%-137.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,781 | $6,405+83.9% | $7,759+51.8% | $4,126+185.5% |
| Admin fee / account holder | $2,114 | $6,977-69.7% | $10,764-80.4% | $5,650-62.6% |