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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 | $100,082 | $78,707+27.2% | $117,861-15.1% | $70,126+42.7% |
| Participation rate | 58.7% | 73.2%-14.5pp | 79.7%-21.0pp | 69.5%-10.8pp |
| Annual return | 15.93% | 23.30%-7.4pp | 335.11%-319.2pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,494 | $3,297-24.4% | $4,482-44.3% | $3,332-25.1% |
| Admin fee / account holder | $4,682 | $5,066-7.6% | $8,021-41.6% | $4,645+0.8% |