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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 | $99,862 | $55,889+78.7% | $76,119+31.2% | $80,935+23.4% |
| Participation rate | 30.3% | 62.1%-31.8pp | 69.1%-38.8pp | 67.7%-37.4pp |
| Annual return | 14.24% | 20.58%-6.3pp | 361.25%-347.0pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,455 | $3,051-19.6% | $4,259-42.4% | $4,299-42.9% |
| Admin fee / account holder | $10,762 | $5,241+105.3% | $6,421+67.6% | $6,924+55.4% |