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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 | $138,090 | $115,225+19.8% | $100,712+37.1% | $138,895-0.6% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 13.80% | 40.35%-26.6pp | 33.27%-19.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,851 | $4,699-18.1% | $4,085-5.7% | $6,396-39.8% |
| Admin fee / account holder | $1,009 | $10,844-90.7% | $9,256-89.1% | $12,562-92.0% |