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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 | $139,084 | $111,814+24.4% | $103,378+34.5% | $145,978-4.7% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 18.36% | 24.80%-6.4pp | 24.91%-6.5pp | 550.52%-532.2pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,856 | $5,618-49.2% | $5,058-43.5% | $6,690-57.3% |
| Admin fee / account holder | $1,762 | $9,764-82.0% | $8,401-79.0% | $13,400-86.9% |