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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 | $140,529 | $117,846+19.2% | $102,434+37.2% | $145,884-3.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 26.68% | 31.90%-5.2pp | 29.46%-2.8pp | 551.85%-525.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,617 | $5,733-19.5% | $5,055-8.7% | $6,690-31.0% |
| Admin fee / account holder | $685 | $13,356-94.9% | $9,462-92.8% | $13,392-94.9% |