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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 | $97,477 | $65,395+49.1% | $182,540-46.6% | $72,975+33.6% |
| Participation rate | 62.5% | 65.4%-2.9pp | 78.0%-15.5pp | 69.5%-7.0pp |
| Annual return | 21.35% | 27.68%-6.3pp | 148.58%-127.2pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,602 | $3,563+57.2% | $5,525+1.4% | $3,608+55.3% |
| Admin fee / account holder | $679 | $4,245-84.0% | $8,593-92.1% | $5,124-86.8% |