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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 | $186,578 | $49,976+273.3% | $66,674+179.8% | $82,637+125.8% |
| Participation rate | 30.0% | 63.1%-33.1pp | 73.7%-43.7pp | 68.1%-38.1pp |
| Annual return | 17.66% | 39.09%-21.4pp | 321.24%-303.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,068 | $2,847-27.3% | $4,084-49.4% | $4,126-49.9% |
| Admin fee / account holder | $4,155 | $4,594-9.5% | $5,098-18.5% | $7,339-43.4% |