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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 | $83,906 | $48,364+73.5% | $71,796+16.9% | $62,881+33.4% |
| Participation rate | 37.0% | 60.6%-23.6pp | 69.1%-32.1pp | 69.3%-32.3pp |
| Annual return | 11.22% | 13.16%-1.9pp | 78.04%-66.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,039 | $2,091-2.5% | $2,794-27.0% | $3,203-36.3% |
| Admin fee / account holder | $1,427 | $3,771-62.2% | $4,815-70.4% | $4,296-66.8% |