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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 | $136,491 | $115,903+17.8% | $100,528+35.8% | $158,966-14.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.8pp | 82.0%-15.3pp |
| Annual return | 13.90% | 34.80%-20.9pp | 30.90%-17.0pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,729 | $6,677+45.7% | $6,271+55.1% | $5,983+62.6% |
| Admin fee / account holder | $23,816 | $11,000+116.5% | $8,084+194.6% | $11,250+111.7% |