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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 | $84,480 | $29,670+184.7% | $56,054+50.7% | $80,911+4.4% |
| Participation rate | 37.0% | 41.7%-4.7pp | 52.5%-15.5pp | 67.6%-30.7pp |
| Annual return | 14.88% | 35.24%-20.4pp | 1705.95%-1691.1pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,255 | $1,227+165.3% | $1,952+66.7% | $4,297-24.2% |
| Admin fee / account holder | $702 | $2,431-71.1% | $2,822-75.1% | $6,935-89.9% |