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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 | $157,557 | $97,125+62.2% | $86,233+82.7% | $137,256+14.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 16.03% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,967 | $5,180+15.2% | $4,559+30.9% | $6,407-6.9% |
| Admin fee / account holder | $663 | $9,725-93.2% | $8,342-92.1% | $12,270-94.6% |