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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 | $151,554 | $78,707+92.6% | $117,861+28.6% | $70,126+116.1% |
| Participation rate | 67.9% | 73.2%-5.3pp | 79.7%-11.8pp | 69.5%-1.7pp |
| Annual return | 19.05% | 23.30%-4.3pp | 335.11%-316.1pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,150 | $3,297+25.8% | $4,482-7.4% | $3,332+24.5% |
| Admin fee / account holder | $562 | $5,066-88.9% | $8,021-93.0% | $4,645-87.9% |