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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 | $113,707 | $48,053+136.6% | $84,628+34.4% | $72,975+55.8% |
| Participation rate | 61.9% | 57.6%+4.3pp | 68.2%-6.3pp | 69.5%-7.6pp |
| Annual return | 21.06% | 37.39%-16.3pp | 258.80%-237.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,679 | $2,681+74.6% | $3,900+20.0% | $3,608+29.7% |
| Admin fee / account holder | $7,993 | $3,395+135.4% | $4,914+62.7% | $5,124+56.0% |