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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 | $85,926 | $102,616-16.3% | $81,981+4.8% | $158,931-45.9% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | 18.61% | 61.05%-42.4pp | 41.31%-22.7pp | 302.86%-284.2pp |
| Employer contribution / active EE | $3,249 | $3,240+0.3% | $2,498+30.0% | $4,761-31.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10,754 | $8,236+30.6% | $5,664+89.9% | $11,247-4.4% |