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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 | $114,676 | $65,566+74.9% | $86,235+33.0% | $75,177+52.5% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 15.46% | 46.07%-30.6pp | 1170.03%-1154.6pp | 160.75%-145.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,622 | $3,023-13.3% | $3,987-34.2% | $4,126-36.5% |
| Admin fee / account holder | $1,224 | $5,470-77.6% | $6,856-82.1% | $5,651-78.3% |