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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 | $97,234 | $45,043+115.9% | $63,005+54.3% | $70,124+38.7% |
| Participation rate | 48.4% | 69.5%-21.1pp | 74.8%-26.4pp | 69.5%-21.2pp |
| Annual return | 17.95% | 18.76%-0.8pp | 87.59%-69.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,980 | $2,466+102.0% | $3,329+49.6% | $3,332+49.5% |
| Admin fee / account holder | $399 | $2,833-85.9% | $3,599-88.9% | $4,645-91.4% |