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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 | $114,320 | $102,638+11.4% | $81,991+39.4% | $158,966-28.1% |
| Participation rate | 61.5% | 75.5%-14.0pp | 69.3%-7.7pp | 82.0%-20.4pp |
| Annual return | 12.76% | 61.05%-48.3pp | 41.31%-28.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,535 | $4,649+169.6% | $3,722+236.7% | $5,983+109.5% |
| Admin fee / account holder | $4,228 | $8,237-48.7% | $5,665-25.4% | $11,250-62.4% |