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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 | $101,061 | $88,672+14.0% | $105,223-4.0% | $82,448+22.6% |
| Participation rate | 31.1% | 67.9%-36.8pp | 75.0%-43.9pp | 68.1%-37.0pp |
| Annual return | 23.12% | 30.86%-7.7pp | 180.65%-157.5pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,213 | $4,036+4.4% | $5,072-16.9% | $4,139+1.8% |
| Admin fee / account holder | $13,999 | $7,146+95.9% | $8,859+58.0% | $7,234+93.5% |