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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 | $103,862 | $53,128+95.5% | $86,582+20.0% | $70,126+48.1% |
| Participation rate | 47.5% | 65.3%-17.8pp | 73.5%-26.0pp | 69.5%-22.0pp |
| Annual return | 17.73% | 27.66%-9.9pp | 965.08%-947.4pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,267 | $2,695-15.9% | $3,609-37.2% | $3,332-32.0% |
| Admin fee / account holder | $535 | $3,584-85.1% | $4,904-89.1% | $4,645-88.5% |