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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 | $110,337+17.0% | $102,383+26.1% | $145,877-11.5% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 11.54% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,174 | $5,621-25.7% | $5,060-17.5% | $6,691-37.6% |
| Admin fee / account holder | $5,686 | $9,750-41.7% | $8,391-32.2% | $13,402-57.6% |