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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 | $125,115 | $77,920+60.6% | $149,723-16.4% | $75,177+66.4% |
| Participation rate | 34.2% | 65.6%-31.4pp | 78.8%-44.6pp | 67.2%-33.0pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,281 | $3,411-33.1% | $5,682-59.9% | $4,126-44.7% |
| Admin fee / account holder | $25,738 | $5,951+332.5% | $13,215+94.8% | $5,651+355.4% |