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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 | $121,078 | $70,430+71.9% | $96,572+25.4% | $85,851+41.0% |
| Participation rate | 65.6% | 61.8%+3.8pp | 69.8%-4.2pp | 69.3%-3.7pp |
| Annual return | 12.63% | 18.58%-5.9pp | 37.79%-25.2pp | 318.63%-306.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,051 | $2,894+40.0% | $3,850+5.2% | $3,952+2.5% |
| Admin fee / account holder | $1,358 | $4,996-72.8% | $6,183-78.0% | $6,261-78.3% |