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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 | $144,612 | $107,733+34.2% | $92,985+55.5% | $154,746-6.5% |
| Participation rate | 52.9% | 74.6%-21.6pp | 69.5%-16.5pp | 80.7%-27.8pp |
| Annual return | 11.54% | 30.39%-18.8pp | 27.99%-16.4pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,401 | $5,053-32.7% | $4,377-22.3% | $6,730-49.5% |
| Admin fee / account holder | $379 | $11,369-96.7% | $9,463-96.0% | $14,365-97.4% |