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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 | $139,786 | $49,976+179.7% | $66,674+109.7% | $82,637+69.2% |
| Participation rate | 29.7% | 63.1%-33.4pp | 73.7%-43.9pp | 68.1%-38.3pp |
| Annual return | 14.55% | 39.09%-24.5pp | 321.24%-306.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $601 | $2,847-78.9% | $4,084-85.3% | $4,126-85.4% |
| Admin fee / account holder | $5,109 | $4,594+11.2% | $5,098+0.2% | $7,339-30.4% |