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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 | $110,347 | $56,060+96.8% | $76,002+45.2% | $80,874+36.4% |
| Participation rate | 55.1% | 62.0%-6.9pp | 69.1%-14.0pp | 67.6%-12.5pp |
| Annual return | 13.51% | 20.54%-7.0pp | 360.07%-346.6pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,431 | $3,051+12.4% | $4,257-19.4% | $4,297-20.2% |
| Admin fee / account holder | $1,385 | $5,237-73.6% | $6,414-78.4% | $6,935-80.0% |