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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 | $84,502 | $47,479+78.0% | $62,929+34.3% | $82,448+2.5% |
| Participation rate | 27.0% | 66.9%-39.8pp | 73.1%-46.1pp | 68.1%-41.0pp |
| Annual return | 13.99% | 20.34%-6.4pp | 1063.93%-1049.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,075 | $2,870-27.7% | $3,888-46.6% | $4,139-49.9% |
| Admin fee / account holder | $1,776 | $3,804-53.3% | $5,065-64.9% | $7,234-75.5% |