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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 | $134,891 | $105,929+27.3% | $81,716+65.1% | $158,966-15.1% |
| Participation rate | 58.3% | 75.6%-17.3pp | 72.0%-13.7pp | 82.0%-23.6pp |
| Annual return | 15.63% | 38.19%-22.6pp | 29.49%-13.9pp | 302.95%-287.3pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,822 | $13,007-78.3% | $7,108-60.3% | $5,983-52.8% |
| Admin fee / account holder | $20,886 | $8,492+146.0% | $5,159+304.8% | $11,250+85.7% |