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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 | $99,053+39.7% | $88,179+57.0% | $138,895-0.3% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.1%-40.6pp | 79.9%-51.3pp |
| Annual return | 16.85% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,666 | $5,225-29.8% | $4,614-20.5% | $6,396-42.7% |
| Admin fee / account holder | $551 | $8,748-93.7% | $7,673-92.8% | $12,562-95.6% |