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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 | $168,603 | $78,428+115.0% | $95,960+75.7% | $79,852+111.1% |
| Participation rate | 62.2% | 73.5%-11.3pp | 77.1%-14.9pp | 69.6%-7.5pp |
| Annual return | 18.19% | 19.37%-1.2pp | 91.63%-73.4pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,718 | $3,440+8.1% | $4,167-10.8% | $3,740-0.6% |
| Admin fee / account holder | $650 | $5,622-88.4% | $6,797-90.4% | $5,306-87.7% |