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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 | $107,970 | $70,430+53.3% | $96,572+11.8% | $85,851+25.8% |
| Participation rate | 25.5% | 61.8%-36.3pp | 69.8%-44.3pp | 69.3%-43.8pp |
| Annual return | 12.95% | 18.58%-5.6pp | 37.79%-24.8pp | 318.63%-305.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,295 | $2,894-55.3% | $3,850-66.4% | $3,952-67.2% |
| Admin fee / account holder | $6,513 | $4,996+30.4% | $6,183+5.3% | $6,261+4.0% |