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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 | $109,253 | $58,828+85.7% | $78,002+40.1% | $62,881+73.7% |
| Participation rate | 53.8% | 71.1%-17.2pp | 75.5%-21.7pp | 69.3%-15.5pp |
| Annual return | 7.45% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,720 | $2,686-35.9% | $3,497-50.8% | $3,203-46.3% |
| Admin fee / account holder | $758 | $4,393-82.7% | $5,481-86.2% | $4,296-82.3% |