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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 | $133,494 | $78,682+69.7% | $109,188+22.3% | $85,851+55.5% |
| Participation rate | 56.7% | 68.3%-11.6pp | 75.9%-19.2pp | 69.3%-12.7pp |
| Annual return | 16.94% | 25.09%-8.1pp | 25.76%-8.8pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,999 | $3,468-13.5% | $4,654-35.6% | $3,952-24.1% |
| Admin fee / account holder | $599 | $5,470-89.1% | $6,755-91.1% | $6,261-90.4% |