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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 | $128,262 | $71,809+78.6% | $61,048+110.1% | $152,897-16.1% |
| Participation rate | 56.5% | 84.2%-27.6pp | 79.3%-22.8pp | 82.5%-25.9pp |
| Annual return | 22.73% | 29.74%-7.0pp | 26.18%-3.5pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,401 | $5,467+108.5% | $4,470+155.0% | $5,851+94.8% |
| Admin fee / account holder | $3,786 | $4,750-20.3% | $3,728+1.6% | $11,599-67.4% |