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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 | $117,910 | $78,707+49.8% | $117,8610% | $70,126+68.1% |
| Participation rate | 64.6% | 73.2%-8.6pp | 79.7%-15.0pp | 69.5%-4.9pp |
| Annual return | 22.40% | 23.30%-0.9pp | 335.11%-312.7pp | 73.15%-50.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,919 | $3,297+18.8% | $4,482-12.6% | $3,332+17.6% |
| Admin fee / account holder | $2,691 | $5,066-46.9% | $8,021-66.4% | $4,645-42.1% |