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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 | $94,145 | $48,053+95.9% | $84,623+11.3% | $72,983+29.0% |
| Participation rate | 31.3% | 57.6%-26.3pp | 68.2%-37.0pp | 69.5%-38.2pp |
| Annual return | 21.08% | 37.39%-16.3pp | 258.77%-237.7pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,047 | $2,681-23.6% | $3,899-47.5% | $3,608-43.3% |
| Admin fee / account holder | $2,772 | $3,395-18.4% | $4,913-43.6% | $5,124-45.9% |