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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 | $117,133 | $84,236+39.1% | $170,435-31.3% | $70,126+67.0% |
| Participation rate | 40.6% | 70.8%-30.2pp | 83.6%-43.0pp | 69.5%-28.9pp |
| Annual return | 16.59% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,393 | $3,086+9.9% | $4,939-31.3% | $3,332+1.8% |
| Admin fee / account holder | $2,483 | $5,698-56.4% | $13,881-82.1% | $4,645-46.6% |