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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 | $200,182 | $63,861+213.5% | $104,625+91.3% | $79,852+150.7% |
| Participation rate | 58.8% | 64.9%-6.1pp | 74.1%-15.3pp | 69.6%-10.8pp |
| Annual return | 16.51% | 21.30%-4.8pp | 340.60%-324.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,293 | $2,693-14.8% | $3,738-38.6% | $3,740-38.7% |
| Admin fee / account holder | $3,021 | $4,185-27.8% | $6,465-53.3% | $5,306-43.1% |