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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 | $90,035 | $65,395+37.7% | $182,558-50.7% | $72,976+23.4% |
| Participation rate | 55.0% | 65.4%-10.4pp | 78.0%-23.0pp | 69.5%-14.5pp |
| Annual return | 25.44% | 27.68%-2.2pp | 148.59%-123.2pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,216 | $3,563+46.4% | $5,526-5.6% | $3,608+44.6% |
| Admin fee / account holder | $8,623 | $4,245+103.1% | $8,594+0.3% | $5,124+68.3% |