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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 | $124,235 | $93,598+32.7% | $135,974-8.6% | $75,173+65.3% |
| Participation rate | 44.0% | 75.2%-31.2pp | 81.9%-37.9pp | 67.2%-23.2pp |
| Annual return | 17.95% | 30.89%-12.9pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,080 | $6,405-20.7% | $7,760-34.5% | $4,126+23.1% |
| Admin fee / account holder | $932 | $6,978-86.6% | $10,767-91.3% | $5,651-83.5% |