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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 | $93,973 | $77,901+20.6% | $149,717-37.2% | $75,181+25.0% |
| Participation rate | 35.7% | 65.6%-29.9pp | 78.8%-43.1pp | 67.2%-31.5pp |
| Annual return | 18.10% | 31.73%-13.6pp | 134.41%-116.3pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,065 | $3,411+48.5% | $5,682-10.9% | $4,126+22.8% |
| Admin fee / account holder | $6,636 | $5,949+11.5% | $13,213-49.8% | $5,650+17.5% |