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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 | $119,675 | $79,449+50.6% | $189,575-36.9% | $85,847+39.4% |
| Participation rate | 44.0% | 66.0%-22.0pp | 78.4%-34.4pp | 69.3%-25.3pp |
| Annual return | 17.52% | 18.45%-0.9pp | 64.19%-46.7pp | 318.61%-301.1pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,317 | $4,051-42.8% | $6,174-62.5% | $3,952-41.4% |
| Admin fee / account holder | $3,369 | $5,377-37.3% | $9,806-65.6% | $6,261-46.2% |