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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 | $119,236 | $104,694+13.9% | $85,709+39.1% | $167,536-28.8% |
| Participation rate | 41.7% | 76.4%-34.7pp | 69.9%-28.2pp | 82.1%-40.4pp |
| Annual return | 15.74% | 21.45%-5.7pp | 21.49%-5.7pp | 478.82%-463.1pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,628 | $4,826-66.3% | $3,924-58.5% | $6,342-74.3% |
| Admin fee / account holder | $2,348 | $10,035-76.6% | $6,876-65.9% | $12,315-80.9% |