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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 | $115,225+19.4% | $100,712+36.6% | $138,895-1.0% |
| Participation rate | 59.1% | 74.3%-15.2pp | 69.3%-10.2pp | 79.9%-20.8pp |
| Annual return | 12.05% | 40.35%-28.3pp | 33.27%-21.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,958 | $4,699-15.8% | $4,085-3.1% | $6,396-38.1% |
| Admin fee / account holder | $84,524 | $10,844+679.5% | $9,256+813.2% | $12,562+572.8% |