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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 | $139,770 | $103,392+35.2% | $87,104+60.5% | $152,897-8.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 17.73% | 28.10%-10.4pp | 28.19%-10.5pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,186 | $4,778-33.3% | $4,048-21.3% | $5,851-45.5% |
| Admin fee / account holder | $572 | $12,194-95.3% | $7,491-92.4% | $11,599-95.1% |