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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 | $122,149 | $96,508+26.6% | $75,901+60.9% | $152,897-20.1% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.5%-38.0pp |
| Annual return | 23.38% | 33.99%-10.6pp | 30.76%-7.4pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,528 | $4,554-44.5% | $3,603-29.8% | $5,851-56.8% |
| Admin fee / account holder | $403 | $8,081-95.0% | $5,420-92.6% | $11,599-96.5% |