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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 | $55,169 | $53,128+3.8% | $86,581-36.3% | $70,124-21.3% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 16.48% | 27.66%-11.2pp | 965.06%-948.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,153 | $2,695-20.1% | $3,609-40.3% | $3,332-35.4% |
| Admin fee / account holder | $8,116 | $3,584+126.5% | $4,904+65.5% | $4,645+74.7% |