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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 | $138,383 | $103,393+33.8% | $87,103+58.9% | $152,909-9.5% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 23.13% | 28.10%-5.0pp | 28.19%-5.1pp | 345.46%-322.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,578 | $4,778-46.0% | $4,049-36.3% | $5,851-55.9% |
| Admin fee / account holder | $16,118 | $12,195+32.2% | $7,491+115.1% | $11,601+38.9% |