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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 | $147,636 | $117,895+25.2% | $102,460+44.1% | $145,897+1.2% |
| Participation rate | 69.6% | 78.6%-9.1pp | 76.5%-6.9pp | 80.3%-10.7pp |
| Annual return | 22.36% | 31.92%-9.6pp | 29.47%-7.1pp | 552.29%-529.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,950 | $5,736-48.6% | $5,056-41.7% | $6,689-55.9% |
| Admin fee / account holder | $1,151 | $13,353-91.4% | $9,460-87.8% | $13,390-91.4% |