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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 | $141,355 | $90,486+56.2% | $78,676+79.7% | $273,972-48.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 5.59% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,859 | $3,901-1.1% | $3,517+9.7% | $5,287-27.0% |
| Admin fee / account holder | $1,914 | $5,263-63.6% | $4,510-57.6% | $10,133-81.1% |