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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 | $134,031 | $106,864+25.4% | $147,318-9.0% | $82,637+62.2% |
| Participation rate | 44.1% | 75.5%-31.4pp | 82.1%-37.9pp | 68.1%-23.9pp |
| Annual return | 15.30% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,078 | $6,496-52.6% | $7,906-61.1% | $4,126-25.4% |
| Admin fee / account holder | $987 | $8,415-88.3% | $13,708-92.8% | $7,339-86.6% |