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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 | $125,280 | $85,766+46.1% | $136,295-8.1% | $70,131+78.6% |
| Participation rate | 62.9% | 74.2%-11.3pp | 81.9%-19.1pp | 69.5%-6.7pp |
| Annual return | 20.19% | 31.45%-11.3pp | 5155.97%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,163 | $5,051-17.6% | $6,247-33.4% | $3,332+24.9% |
| Admin fee / account holder | $3,121 | $5,420-42.4% | $9,243-66.2% | $4,645-32.8% |