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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 | $87,122 | $44,984+93.7% | $85,009+2.5% | $74,546+16.9% |
| Participation rate | 17.0% | 49.4%-32.4pp | 67.5%-50.5pp | 67.2%-50.2pp |
| Annual return | 13.58% | 26.25%-12.7pp | 66.47%-52.9pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,214 | $2,733-55.6% | $4,522-73.2% | $4,347-72.1% |
| Admin fee / account holder | $4,493 | $2,208+103.5% | $6,153-27.0% | $1,944+131.2% |