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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 | $113,253 | $78,707+43.9% | $117,861-3.9% | $70,126+61.5% |
| Participation rate | 31.9% | 73.2%-41.2pp | 79.7%-47.7pp | 69.5%-37.6pp |
| Annual return | 21.86% | 23.30%-1.4pp | 335.11%-313.2pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,331 | $3,297-29.3% | $4,482-48.0% | $3,332-30.0% |
| Admin fee / account holder | $3,345 | $5,066-34.0% | $8,021-58.3% | $4,645-28.0% |