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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 | $100,388 | $54,541+84.1% | $78,778+27.4% | $70,126+43.2% |
| Participation rate | 56.5% | 60.8%-4.3pp | 69.2%-12.7pp | 69.5%-13.0pp |
| Annual return | 12.81% | 21.07%-8.3pp | 35.62%-22.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,108 | $2,210-4.6% | $2,958-28.7% | $3,332-36.7% |
| Admin fee / account holder | $315 | $3,709-91.5% | $5,134-93.9% | $4,645-93.2% |