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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 | $50,554+67.2% | $67,681+24.9% | $87,485-3.4% |
| Participation rate | 27.0% | 67.7%-40.7pp | 73.7%-46.7pp | 68.9%-41.9pp |
| Annual return | 13.99% | 17.81%-3.8pp | 590.58%-576.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,075 | $2,961-29.9% | $3,976-47.8% | $4,274-51.4% |
| Admin fee / account holder | $1,776 | $4,132-57.0% | $6,100-70.9% | $7,775-77.2% |