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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 | $101,795+24.6% | $165,100-23.2% | $80,959+56.7% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 15.10% | 16.73%-1.6pp | 70.21%-55.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,991 | $4,476+11.5% | $6,035-17.3% | $4,300+16.1% |
| Admin fee / account holder | $20,935 | $8,221+154.6% | $12,696+64.9% | $6,925+202.3% |