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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 | $128,849 | $117,829+9.4% | $102,423+25.8% | $145,877-11.7% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 14.56% | 31.83%-17.3pp | 29.42%-14.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,468 | $5,732-39.5% | $5,054-31.4% | $6,691-48.2% |
| Admin fee / account holder | $2,738 | $13,335-79.5% | $9,455-71.0% | $13,402-79.6% |