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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 | $120,498 | $70,684+70.5% | $169,397-28.9% | $75,177+60.3% |
| Participation rate | 53.3% | 64.8%-11.5pp | 77.2%-23.8pp | 67.2%-13.9pp |
| Annual return | 16.98% | 36.38%-19.4pp | 406.23%-389.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,812 | $4,310+11.7% | $6,223-22.7% | $4,126+16.6% |
| Admin fee / account holder | $3,043 | $5,404-43.7% | $9,017-66.3% | $5,651-46.2% |