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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 | $127,393 | $116,203+9.6% | $93,621+36.1% | $152,909-16.7% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.8%-16.7pp | 82.5%-23.4pp |
| Annual return | 23.56% | 35.96%-12.4pp | 32.76%-9.2pp | 345.46%-321.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,489 | $4,605-46.0% | $4,070-38.9% | $5,851-57.5% |
| Admin fee / account holder | $1,740 | $10,751-83.8% | $7,890-77.9% | $11,601-85.0% |