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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 | $164,602 | $110,212+49.4% | $96,534+70.5% | $139,466+18.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 20.68% | 26.42%-5.7pp | 25.88%-5.2pp | 373.66%-353.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,567 | $5,547+72.5% | $4,851+97.2% | $6,712+42.5% |
| Admin fee / account holder | $923 | $11,599-92.0% | $8,253-88.8% | $11,409-91.9% |