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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 | $132,138 | $117,895+12.1% | $102,460+29.0% | $145,897-9.4% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 15.72% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,112 | $5,736+24.0% | $5,056+40.7% | $6,689+6.3% |
| Admin fee / account holder | $5,937 | $13,353-55.5% | $9,460-37.2% | $13,390-55.7% |