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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 | $83,160 | $53,128+56.5% | $86,582-4.0% | $70,126+18.6% |
| Participation rate | 59.5% | 65.3%-5.8pp | 73.5%-14.0pp | 69.5%-10.0pp |
| Annual return | 12.93% | 27.66%-14.7pp | 965.08%-952.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,190 | $2,695+55.5% | $3,609+16.1% | $3,332+25.8% |
| Admin fee / account holder | $3,046 | $3,584-15.0% | $4,904-37.9% | $4,645-34.4% |