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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 | $133,424 | $106,749+25.0% | $145,433-8.3% | $82,448+61.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 20.88% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,530 | $6,519+0.2% | $7,897-17.3% | $4,139+57.8% |
| Admin fee / account holder | $539 | $8,390-93.6% | $13,129-95.9% | $7,234-92.5% |