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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 | $135,178 | $103,392+30.7% | $87,104+55.2% | $152,897-11.6% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.9%-21.9pp | 82.5%-27.5pp |
| Annual return | 20.77% | 28.10%-7.3pp | 28.19%-7.4pp | 345.43%-324.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,382 | $4,778-29.2% | $4,048-16.5% | $5,851-42.2% |
| Admin fee / account holder | $1,170 | $12,194-90.4% | $7,491-84.4% | $11,599-89.9% |