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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 | $119,123 | $48,364+146.3% | $71,796+65.9% | $62,881+89.4% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.7pp |
| Annual return | 5.34% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,515 | $2,091+20.3% | $2,794-10.0% | $3,203-21.5% |
| Admin fee / account holder | $792 | $3,771-79.0% | $4,815-83.5% | $4,296-81.6% |