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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 | $121,802 | $115,796+5.2% | $101,264+20.3% | $158,950-23.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 10.36% | 56.15%-45.8pp | 46.48%-36.1pp | 302.91%-292.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,838 | $4,958-22.6% | $4,370-12.2% | $5,983-35.9% |
| Admin fee / account holder | $4,056 | $7,247-44.0% | $5,947-31.8% | $11,248-63.9% |