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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 | $85,089 | $78,707+8.1% | $117,861-27.8% | $70,126+21.3% |
| Participation rate | 39.0% | 73.2%-34.2pp | 79.7%-40.7pp | 69.5%-30.6pp |
| Annual return | 14.17% | 23.30%-9.1pp | 335.11%-320.9pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,050 | $3,297-7.5% | $4,482-31.9% | $3,332-8.4% |
| Admin fee / account holder | $17,901 | $5,066+253.4% | $8,021+123.2% | $4,645+285.3% |