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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 | $134,692 | $81,331+65.6% | $155,534-13.4% | $80,935+66.4% |
| Participation rate | 31.8% | 66.3%-34.4pp | 78.2%-46.4pp | 67.7%-35.8pp |
| Annual return | 11.71% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,129 | $3,454-38.4% | $5,630-62.2% | $4,299-50.5% |
| Admin fee / account holder | $12,179 | $7,999+52.2% | $15,900-23.4% | $6,924+75.9% |