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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 | $137,633 | $102,609+34.1% | $98,090+40.3% | $138,895-0.9% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 14.58% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,305 | $8,167-71.8% | $7,845-70.6% | $6,396-64.0% |
| Admin fee / account holder | $3,132 | $11,434-72.6% | $11,815-73.5% | $12,562-75.1% |