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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 | $85,478 | $61,125+39.8% | $94,057-9.1% | $87,485-2.3% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.3%-42.6pp | 68.9%-38.2pp |
| Annual return | 14.25% | 35.20%-21.0pp | 480.62%-466.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,733 | $3,260-16.2% | $4,709-42.0% | $4,274-36.0% |
| Admin fee / account holder | $1,713 | $5,629-69.6% | $7,244-76.4% | $7,775-78.0% |