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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 | $61,125+111.1% | $94,057+37.2% | $87,485+47.5% |
| Participation rate | 41.7% | 64.1%-22.4pp | 73.3%-31.7pp | 68.9%-27.3pp |
| Annual return | 15.53% | 35.20%-19.7pp | 480.62%-465.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,483 | $3,260+68.2% | $4,709+16.4% | $4,274+28.3% |
| Admin fee / account holder | $990 | $5,629-82.4% | $7,244-86.3% | $7,775-87.3% |