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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 | $132,530 | $96,731+37.0% | $123,973+6.9% | $86,983+52.4% |
| Participation rate | 62.1% | 70.0%-7.9pp | 76.7%-14.6pp | 69.5%-7.5pp |
| Annual return | 14.32% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,439 | $4,152+6.9% | $5,247-15.4% | $4,194+5.8% |
| Admin fee / account holder | $412 | $8,722-95.3% | $11,799-96.5% | $7,856-94.8% |