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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 | $126,940 | $87,546+45.0% | $75,784+67.5% | $125,389+1.2% |
| Participation rate | 11.8% | 80.2%-68.4pp | 75.8%-64.1pp | 83.2%-71.4pp |
| Annual return | -3.12% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,710 | $4,230-59.6% | $3,652-53.2% | $5,352-68.0% |
| Admin fee / account holder | $5,980 | $6,503-8.0% | $5,300+12.8% | $9,541-37.3% |