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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 | $49,976+111.6% | $66,674+58.6% | $82,637+27.9% |
| Participation rate | 54.3% | 63.1%-8.8pp | 73.7%-19.4pp | 68.1%-13.8pp |
| Annual return | 18.18% | 39.09%-20.9pp | 321.24%-303.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,785 | $2,847-2.1% | $4,084-31.8% | $4,126-32.5% |
| Admin fee / account holder | $1,739 | $4,594-62.1% | $5,098-65.9% | $7,339-76.3% |