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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 | $71,347 | $78,707-9.4% | $117,861-39.5% | $70,126+1.7% |
| Participation rate | 37.5% | 73.2%-35.7pp | 79.7%-42.2pp | 69.5%-32.0pp |
| Annual return | 15.20% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,049 | $3,297-7.5% | $4,482-32.0% | $3,332-8.5% |
| Admin fee / account holder | $8,239 | $5,066+62.6% | $8,021+2.7% | $4,645+77.3% |