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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 | $124,802 | $58,275+114.2% | $81,844+52.5% | $80,935+54.2% |
| Participation rate | 61.1% | 63.5%-2.4pp | 72.4%-11.3pp | 67.7%-6.6pp |
| Annual return | 21.20% | 41.82%-20.6pp | 778.87%-757.7pp | 35.66%-14.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,942 | $3,285+141.7% | $4,323+83.7% | $4,299+84.7% |
| Admin fee / account holder | $11,280 | $4,749+137.5% | $7,355+53.4% | $6,924+62.9% |