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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 | $55,930+97.3% | $76,089+45.0% | $80,925+36.4% |
| Participation rate | 55.1% | 62.1%-7.0pp | 69.1%-14.0pp | 67.7%-12.6pp |
| Annual return | 13.51% | 20.58%-7.1pp | 360.94%-347.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,431 | $3,051+12.5% | $4,259-19.5% | $4,299-20.2% |
| Admin fee / account holder | $1,385 | $5,241-73.6% | $6,418-78.4% | $6,940-80.0% |