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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 | $122,262 | $78,428+55.9% | $95,960+27.4% | $79,852+53.1% |
| Participation rate | 33.3% | 73.5%-40.2pp | 77.1%-43.7pp | 69.6%-36.3pp |
| Annual return | 18.81% | 19.37%-0.6pp | 91.63%-72.8pp | 31.72%-12.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,151 | $3,440-8.4% | $4,167-24.4% | $3,740-15.8% |
| Admin fee / account holder | $2,304 | $5,622-59.0% | $6,797-66.1% | $5,306-56.6% |