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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 | $63,354+71.6% | $94,105+15.5% | $82,637+31.5% |
| Participation rate | 56.4% | 63.8%-7.4pp | 71.9%-15.5pp | 68.1%-11.6pp |
| Annual return | 13.50% | 34.36%-20.9pp | 204.55%-191.1pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,183 | $2,873-58.8% | $3,881-69.5% | $4,126-71.3% |
| Admin fee / account holder | $982 | $5,073-80.7% | $6,199-84.2% | $7,339-86.6% |