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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 | $97,930 | $55,889+75.2% | $76,119+28.7% | $80,935+21.0% |
| Participation rate | 16.1% | 62.1%-46.0pp | 69.1%-53.0pp | 67.7%-51.6pp |
| Annual return | 19.12% | 20.58%-1.5pp | 361.25%-342.1pp | 35.66%-16.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,386 | $3,051-54.6% | $4,259-67.5% | $4,299-67.8% |
| Admin fee / account holder | $4,625 | $5,241-11.8% | $6,421-28.0% | $6,924-33.2% |