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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 | $131,487 | $58,258+125.7% | $81,820+60.7% | $80,925+62.5% |
| Participation rate | 13.9% | 63.5%-49.6pp | 72.4%-58.5pp | 67.7%-53.8pp |
| Annual return | 12.42% | 41.76%-29.3pp | 777.93%-765.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $832 | $3,284-74.7% | $4,323-80.8% | $4,299-80.7% |
| Admin fee / account holder | $811 | $4,976-83.7% | $7,391-89.0% | $6,940-88.3% |