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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 | $133,635 | $84,236+58.6% | $170,435-21.6% | $70,126+90.6% |
| Participation rate | 64.4% | 70.8%-6.4pp | 83.6%-19.2pp | 69.5%-5.1pp |
| Annual return | 17.16% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,321 | $3,086+40.0% | $4,939-12.5% | $3,332+29.7% |
| Admin fee / account holder | $3,816 | $5,698-33.0% | $13,881-72.5% | $4,645-17.9% |