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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 | $111,660 | $58,828+89.8% | $78,002+43.2% | $62,881+77.6% |
| Participation rate | 65.5% | 71.1%-5.5pp | 75.5%-10.0pp | 69.3%-3.8pp |
| Annual return | 5.36% | 17.16%-11.8pp | 425.99%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,692 | $2,686-37.0% | $3,497-51.6% | $3,203-47.2% |
| Admin fee / account holder | $5,562 | $4,393+26.6% | $5,481+1.5% | $4,296+29.5% |