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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 | $71,776 | $29,736+141.4% | $56,033+28.1% | $80,935-11.3% |
| Participation rate | 37.5% | 41.7%-4.2pp | 52.5%-15.0pp | 67.7%-30.2pp |
| Annual return | 18.03% | 35.28%-17.2pp | 1711.38%-1693.4pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,415 | $1,228+15.2% | $1,954-27.6% | $4,299-67.1% |
| Admin fee / account holder | $4,171 | $2,434+71.4% | $2,827+47.5% | $6,924-39.8% |