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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 | $134,781 | $107,666+25.2% | $102,184+31.9% | $154,746-12.9% |
| Participation rate | 65.2% | 83.7%-18.5pp | 82.6%-17.4pp | 80.7%-15.5pp |
| Annual return | 17.02% | 29.33%-12.3pp | 31.58%-14.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,020 | $8,719-53.9% | $8,309-51.6% | $6,730-40.3% |
| Admin fee / account holder | $6,944 | $12,943-46.4% | $11,609-40.2% | $14,365-51.7% |