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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 | $132,204 | $106,749+23.8% | $145,433-9.1% | $82,448+60.3% |
| Participation rate | 18.2% | 75.6%-57.5pp | 82.1%-63.9pp | 68.1%-49.9pp |
| Annual return | 75.97% | 27.59%+48.4pp | 66.58%+9.4pp | 41.64%+34.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,731 | $6,519-58.1% | $7,897-65.4% | $4,139-34.0% |
| Admin fee / account holder | $4,669 | $8,390-44.3% | $13,129-64.4% | $7,234-35.5% |