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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 | $123,000+17.6% | $105,582+37.0% | $198,609-27.2% |
| Participation rate | 52.9% | 76.8%-23.8pp | 71.8%-18.8pp | 82.4%-29.4pp |
| Annual return | 11.54% | 18.31%-6.8pp | 18.61%-7.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,401 | $5,013-32.1% | $4,353-21.9% | $6,977-51.2% |
| Admin fee / account holder | $379 | $16,254-97.7% | $12,856-97.1% | $19,030-98.0% |