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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 | $147,140 | $106,524+38.1% | $152,301-3.4% | $87,485+68.2% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.4%-14.8pp | 68.9%-1.3pp |
| Annual return | 14.81% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,650 | $6,525-13.4% | $8,004-29.4% | $4,274+32.2% |
| Admin fee / account holder | $2,778 | $8,287-66.5% | $14,398-80.7% | $7,775-64.3% |