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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 | $125,654 | $112,935+11.3% | $90,970+38.1% | $158,966-21.0% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 11.56% | 215.79%-204.2pp | 134.58%-123.0pp | 302.95%-291.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,614 | $4,129+60.2% | $3,373+96.1% | $5,983+10.5% |
| Admin fee / account holder | $3,403 | $8,045-57.7% | $5,960-42.9% | $11,250-69.8% |