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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 | $108,705 | $73,107+48.7% | $114,563-5.1% | $87,485+24.3% |
| Participation rate | 56.4% | 65.8%-9.4pp | 72.9%-16.5pp | 68.9%-12.5pp |
| Annual return | 13.50% | 19.47%-6.0pp | 241.09%-227.6pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,183 | $3,144-62.4% | $4,142-71.4% | $4,274-72.3% |
| Admin fee / account holder | $982 | $5,770-83.0% | $7,623-87.1% | $7,775-87.4% |