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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 | $70,305 | $53,128+32.3% | $86,582-18.8% | $70,126+0.3% |
| Participation rate | 50.6% | 65.3%-14.7pp | 73.5%-22.9pp | 69.5%-18.9pp |
| Annual return | 17.69% | 27.66%-10.0pp | 965.08%-947.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,615 | $2,695+34.1% | $3,609+0.2% | $3,332+8.5% |
| Admin fee / account holder | $2,477 | $3,584-30.9% | $4,904-49.5% | $4,645-46.7% |