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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 | $129,311 | $91,559+41.2% | $133,971-3.5% | $79,852+61.9% |
| Participation rate | 28.2% | 73.3%-45.1pp | 79.8%-51.6pp | 69.6%-41.4pp |
| Annual return | 11.74% | 61.85%-50.1pp | 45.09%-33.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,300 | $3,734-38.4% | $5,047-54.4% | $3,740-38.5% |
| Admin fee / account holder | $423 | $6,321-93.3% | $8,929-95.3% | $5,306-92.0% |