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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 | $125,080 | $101,763+22.9% | $164,866-24.1% | $80,874+54.7% |
| Participation rate | 62.0% | 71.8%-9.8pp | 78.6%-16.6pp | 67.6%-5.6pp |
| Annual return | 16.58% | 16.73%-0.1pp | 69.97%-53.4pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,357 | $4,477-47.3% | $6,033-60.9% | $4,297-45.1% |
| Admin fee / account holder | $1,195 | $8,228-85.5% | $12,689-90.6% | $6,935-82.8% |