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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 | $122,596 | $97,125+26.2% | $86,233+42.2% | $137,256-10.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 15.27% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,372 | $5,180-54.2% | $4,559-48.0% | $6,407-63.0% |
| Admin fee / account holder | $3,202 | $9,725-67.1% | $8,342-61.6% | $12,270-73.9% |