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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 | $143,470 | $98,760+45.3% | $149,715-4.2% | $79,858+79.7% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.5%-45.0pp | 69.6%-32.1pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.66%-262.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,968 | $5,681-47.8% | $6,842-56.6% | $3,740-20.6% |
| Admin fee / account holder | $1,241 | $6,053-79.5% | $9,310-86.7% | $5,306-76.6% |