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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 | $126,291 | $118,877+6.2% | $96,570+30.8% | $167,536-24.6% |
| Participation rate | 61.5% | 75.5%-14.0pp | 69.8%-8.3pp | 82.1%-20.6pp |
| Annual return | 20.10% | 50.50%-30.4pp | 37.79%-17.7pp | 478.82%-458.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,072 | $4,617-11.8% | $3,849+5.8% | $6,342-35.8% |
| Admin fee / account holder | $5,391 | $8,069-33.2% | $6,182-12.8% | $12,315-56.2% |