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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 | $78,112 | $86,288-9.5% | $111,306-29.8% | $85,851-9.0% |
| Participation rate | 57.4% | 73.3%-15.9pp | 77.3%-19.9pp | 69.3%-11.9pp |
| Annual return | 25.98% | 19.99%+6.0pp | 54.67%-28.7pp | 318.63%-292.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,307 | $3,641+45.8% | $4,488+18.3% | $3,952+34.3% |
| Admin fee / account holder | $4,252 | $8,189-48.1% | $7,966-46.6% | $6,261-32.1% |