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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 | $97,201 | $78,707+23.5% | $117,861-17.5% | $70,126+38.6% |
| Participation rate | 39.5% | 73.2%-33.7pp | 79.7%-40.2pp | 69.5%-30.1pp |
| Annual return | 15.33% | 23.30%-8.0pp | 335.11%-319.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,923 | $3,297+19.0% | $4,482-12.5% | $3,332+17.7% |
| Admin fee / account holder | $11,501 | $5,066+127.0% | $8,021+43.4% | $4,645+147.6% |