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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 | $135,922 | $93,346+45.6% | $71,796+89.3% | $273,972-50.4% |
| Participation rate | 35.7% | 76.5%-40.8pp | 69.1%-33.4pp | 83.0%-47.3pp |
| Annual return | 6.60% | 130.39%-123.8pp | 78.04%-71.4pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,851 | $3,475+10.8% | $2,794+37.8% | $5,287-27.2% |
| Admin fee / account holder | $11,610 | $6,571+76.7% | $4,815+141.1% | $10,133+14.6% |