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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 | $138,345 | $95,580+44.7% | $76,872+80.0% | $139,466-0.8% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 26.36% | 55.00%-28.6pp | 37.90%-11.5pp | 373.66%-347.3pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,781 | $4,623-18.2% | $3,832-1.3% | $6,712-43.7% |
| Admin fee / account holder | $771 | $8,302-90.7% | $5,476-85.9% | $11,409-93.2% |