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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 | $126,869 | $101,763+24.7% | $164,866-23.0% | $80,874+56.9% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 15.10% | 16.73%-1.6pp | 69.97%-54.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,991 | $4,477+11.5% | $6,033-17.3% | $4,297+16.2% |
| Admin fee / account holder | $20,935 | $8,228+154.4% | $12,689+65.0% | $6,935+201.9% |