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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 | $141,077 | $53,128+165.5% | $86,582+62.9% | $70,126+101.2% |
| Participation rate | 31.7% | 65.3%-33.6pp | 73.5%-41.8pp | 69.5%-37.8pp |
| Annual return | 25.19% | 27.66%-2.5pp | 965.08%-939.9pp | 73.15%-48.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,184 | $2,695-56.1% | $3,609-67.2% | $3,332-64.4% |
| Admin fee / account holder | $1,674 | $3,584-53.3% | $4,904-65.9% | $4,645-64.0% |