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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 | $140,257 | $78,705+78.2% | $117,860+19.0% | $70,124+100.0% |
| Participation rate | 58.6% | 73.2%-14.6pp | 79.7%-21.0pp | 69.5%-10.9pp |
| Annual return | 15.51% | 23.30%-7.8pp | 335.10%-319.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,272 | $3,297+150.9% | $4,482+84.6% | $3,332+148.3% |
| Admin fee / account holder | $24,904 | $5,065+391.7% | $8,021+210.5% | $4,645+436.1% |