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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 | $120,725 | $98,760+22.2% | $149,715-19.4% | $79,858+51.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 15.22% | 27.43%-12.2pp | 276.66%-261.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,831 | $5,681-15.0% | $6,842-29.4% | $3,740+29.2% |
| Admin fee / account holder | $5,045 | $6,053-16.7% | $9,310-45.8% | $5,306-4.9% |