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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 | $121,985 | $91,179+33.8% | $178,499-31.7% | $79,852+52.8% |
| Participation rate | 16.7% | 69.2%-52.5pp | 81.9%-65.3pp | 69.6%-53.0pp |
| Annual return | 17.89% | 24.19%-6.3pp | 151.10%-133.2pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,152 | $3,236-2.6% | $5,202-39.4% | $3,740-15.7% |
| Admin fee / account holder | $6,792 | $6,749+0.6% | $13,986-51.4% | $5,306+28.0% |