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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 | $117,329 | $89,367+31.3% | $141,191-16.9% | $72,975+60.8% |
| Participation rate | 53.6% | 75.1%-21.6pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 19.05% | 111.87%-92.8pp | 71.41%-52.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,044 | $5,419-25.4% | $6,710-39.7% | $3,608+12.1% |
| Admin fee / account holder | $4,975 | $5,957-16.5% | $10,264-51.5% | $5,124-2.9% |