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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 | $87,953 | $78,707+11.7% | $117,861-25.4% | $70,126+25.4% |
| Participation rate | 60.8% | 73.2%-12.4pp | 79.7%-18.9pp | 69.5%-8.8pp |
| Annual return | 15.00% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,028 | $3,297-8.2% | $4,482-32.4% | $3,332-9.1% |
| Admin fee / account holder | $4,059 | $5,066-19.9% | $8,021-49.4% | $4,645-12.6% |