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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 | $128,673 | $78,705+63.5% | $117,860+9.2% | $70,124+83.5% |
| Participation rate | 32.4% | 73.2%-40.8pp | 79.7%-47.3pp | 69.5%-37.2pp |
| Annual return | 19.80% | 23.30%-3.5pp | 335.10%-315.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,440 | $3,297+4.3% | $4,482-23.3% | $3,332+3.2% |
| Admin fee / account holder | $3,329 | $5,065-34.3% | $8,021-58.5% | $4,645-28.3% |