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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 | $100,138 | $83,337+20.2% | $67,834+47.6% | $273,972-63.4% |
| Participation rate | 18.8% | 76.4%-57.7pp | 68.8%-50.0pp | 83.0%-64.3pp |
| Annual return | 14.37% | 259.45%-245.1pp | 138.47%-124.1pp | 41.46%-27.1pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,017 | $4,088-75.1% | $3,160-67.8% | $5,287-80.8% |
| Admin fee / account holder | $6,659 | $6,752-1.4% | $4,622+44.1% | $10,133-34.3% |