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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 | $131,907 | $78,707+67.6% | $117,861+11.9% | $70,126+88.1% |
| Participation rate | 32.1% | 73.2%-41.0pp | 79.7%-47.5pp | 69.5%-37.4pp |
| Annual return | 14.67% | 23.30%-8.6pp | 335.11%-320.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,850 | $3,297-43.9% | $4,482-58.7% | $3,332-44.5% |
| Admin fee / account holder | $15,052 | $5,066+197.1% | $8,021+87.7% | $4,645+224.0% |