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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 | $63,359 | $53,128+19.3% | $86,582-26.8% | $70,126-9.6% |
| Participation rate | 41.5% | 65.3%-23.8pp | 73.5%-32.1pp | 69.5%-28.1pp |
| Annual return | 17.39% | 27.66%-10.3pp | 965.08%-947.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,816 | $2,695+41.6% | $3,609+5.7% | $3,332+14.5% |
| Admin fee / account holder | $1,556 | $3,584-56.6% | $4,904-68.3% | $4,645-66.5% |