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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 | $93,713 | $48,364+93.8% | $71,796+30.5% | $62,881+49.0% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 9.81% | 13.16%-3.3pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,889 | $2,091-9.7% | $2,794-32.4% | $3,203-41.0% |
| Admin fee / account holder | $6,791 | $3,771+80.1% | $4,815+41.0% | $4,296+58.1% |