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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 | $119,719 | $98,766+21.2% | $149,730-20.0% | $79,852+49.9% |
| Participation rate | 37.0% | 75.8%-38.7pp | 82.5%-45.4pp | 69.6%-32.6pp |
| Annual return | 12.78% | 27.43%-14.6pp | 276.70%-263.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,465 | $5,681-39.0% | $6,843-49.4% | $3,740-7.4% |
| Admin fee / account holder | $12,788 | $6,052+111.3% | $9,310+37.4% | $5,306+141.0% |