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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 | $80,993 | $47,479+70.6% | $62,929+28.7% | $82,448-1.8% |
| Participation rate | 52.1% | 66.9%-14.8pp | 73.1%-21.1pp | 68.1%-16.0pp |
| Annual return | 21.40% | 20.34%+1.1pp | 1063.93%-1042.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,025 | $2,870+179.6% | $3,888+106.4% | $4,139+93.9% |
| Admin fee / account holder | $742 | $3,804-80.5% | $5,065-85.3% | $7,234-89.7% |