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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 | $129,012 | $101,063+27.7% | $81,473+58.4% | $147,586-12.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 14.00% | 32.41%-18.4pp | 38.78%-24.8pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,824 | $4,242-33.4% | $3,537-20.2% | $5,439-48.1% |
| Admin fee / account holder | $1,761 | $5,812-69.7% | $4,561-61.4% | $10,886-83.8% |