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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 | $128,758 | $103,393+24.5% | $87,103+47.8% | $152,909-15.8% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.9%-17.8pp | 82.5%-23.4pp |
| Annual return | 18.23% | 28.10%-9.9pp | 28.19%-10.0pp | 345.46%-327.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,607 | $4,778-45.4% | $4,049-35.6% | $5,851-55.5% |
| Admin fee / account holder | $8,169 | $12,195-33.0% | $7,491+9.0% | $11,601-29.6% |