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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 | $85,132 | $52,279+62.8% | $89,435-4.8% | $79,856+6.6% |
| Participation rate | 21.1% | 57.5%-36.5pp | 68.0%-46.9pp | 69.6%-48.6pp |
| Annual return | 22.35% | 22.16%+0.2pp | 245.55%-223.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $869 | $2,740-68.3% | $3,890-77.7% | $3,741-76.8% |
| Admin fee / account holder | $4,773 | $3,356+42.2% | $4,884-2.3% | $5,306-10.0% |