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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 | $80,176 | $51,638+55.3% | $68,368+17.3% | $82,448-2.8% |
| Participation rate | 10.4% | 63.6%-53.2pp | 73.8%-63.3pp | 68.1%-57.7pp |
| Annual return | 17.19% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $790 | $2,914-72.9% | $4,123-80.8% | $4,139-80.9% |
| Admin fee / account holder | $678 | $4,643-85.4% | $5,150-86.8% | $7,234-90.6% |