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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 | $94,184 | $78,707+19.7% | $117,861-20.1% | $70,126+34.3% |
| Participation rate | 57.5% | 73.2%-15.7pp | 79.7%-22.1pp | 69.5%-12.0pp |
| Annual return | 15.83% | 23.30%-7.5pp | 335.11%-319.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,192 | $3,297+27.1% | $4,482-6.5% | $3,332+25.8% |
| Admin fee / account holder | $7,514 | $5,066+48.3% | $8,021-6.3% | $4,645+61.7% |