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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 | $207,004 | $86,298+139.9% | $111,308+86.0% | $85,847+141.1% |
| Participation rate | 33.3% | 73.3%-40.0pp | 77.3%-44.0pp | 69.3%-36.0pp |
| Annual return | 20.28% | 19.99%+0.3pp | 54.67%-34.4pp | 318.61%-298.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,816 | $3,641-22.7% | $4,487-37.2% | $3,952-28.7% |
| Admin fee / account holder | $792 | $8,189-90.3% | $7,965-90.1% | $6,261-87.3% |