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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 | $138,416 | $108,882+27.1% | $96,754+43.1% | $154,746-10.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 70.3%-41.7pp | 80.7%-52.1pp |
| Annual return | 16.85% | 98.39%-81.5pp | 82.04%-65.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,666 | $5,323-31.1% | $4,758-22.9% | $6,730-45.5% |
| Admin fee / account holder | $551 | $10,200-94.6% | $8,905-93.8% | $14,365-96.2% |