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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 | $137,575 | $123,155+11.7% | $108,753+26.5% | $155,188-11.3% |
| Participation rate | 59.1% | 75.6%-16.5pp | 71.1%-12.0pp | 80.8%-21.7pp |
| Annual return | 12.05% | 44.73%-32.7pp | 37.47%-25.4pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,958 | $4,623-14.4% | $4,115-3.8% | $6,531-39.4% |
| Admin fee / account holder | $84,524 | $12,126+597.0% | $10,320+719.1% | $14,480+483.7% |