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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 | $125,413 | $52,519+138.8% | $155,789-19.5% | $59,633+110.3% |
| Participation rate | 54.4% | 61.7%-7.3pp | 76.1%-21.7pp | 68.7%-14.3pp |
| Annual return | 12.03% | 53.51%-41.5pp | 71.54%-59.5pp | 2041.45%-2029.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,672 | $3,084+83.9% | $4,798+18.2% | $3,192+77.7% |
| Admin fee / account holder | $865 | $3,540-75.6% | $7,477-88.4% | $4,297-79.9% |