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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 | $99,220 | $49,976+98.5% | $66,674+48.8% | $82,637+20.1% |
| Participation rate | 38.6% | 63.1%-24.5pp | 73.7%-35.1pp | 68.1%-29.5pp |
| Annual return | 18.86% | 39.09%-20.2pp | 321.24%-302.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,349 | $2,847+17.6% | $4,084-18.0% | $4,126-18.8% |
| Admin fee / account holder | $463 | $4,594-89.9% | $5,098-90.9% | $7,339-93.7% |