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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 | $105,728 | $51,638+104.7% | $68,368+54.6% | $82,448+28.2% |
| Participation rate | 54.3% | 63.6%-9.3pp | 73.8%-19.5pp | 68.1%-13.8pp |
| Annual return | 18.18% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,785 | $2,914-4.4% | $4,123-32.4% | $4,139-32.7% |
| Admin fee / account holder | $1,739 | $4,643-62.5% | $5,150-66.2% | $7,234-76.0% |