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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 | $104,791 | $78,707+33.1% | $117,861-11.1% | $70,126+49.4% |
| Participation rate | 69.7% | 73.2%-3.5pp | 79.7%-10.0pp | 69.5%+0.2pp |
| Annual return | 17.81% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,115 | $3,297+24.8% | $4,482-8.2% | $3,332+23.5% |
| Admin fee / account holder | $968 | $5,066-80.9% | $8,021-87.9% | $4,645-79.2% |