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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 | $104,861 | $112,915-7.1% | $90,965+15.3% | $158,950-34.0% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 7.87% | 215.75%-207.9pp | 134.57%-126.7pp | 302.91%-295.0pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,200 | $4,128-70.9% | $3,373-64.4% | $5,983-79.9% |
| Admin fee / account holder | $1,275 | $8,044-84.1% | $5,960-78.6% | $11,248-88.7% |