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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 | $147,930 | $103,392+43.1% | $87,104+69.8% | $152,897-3.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 20.94% | 28.10%-7.2pp | 28.19%-7.3pp | 345.43%-324.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,921 | $4,778-38.9% | $4,048-27.9% | $5,851-50.1% |
| Admin fee / account holder | $1,851 | $12,194-84.8% | $7,491-75.3% | $11,599-84.0% |