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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 | $129,147 | $110,410+17.0% | $102,437+26.1% | $145,897-11.5% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 11.54% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,174 | $5,622-25.7% | $5,060-17.5% | $6,689-37.6% |
| Admin fee / account holder | $5,686 | $9,745-41.6% | $8,388-32.2% | $13,390-57.5% |