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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 | $141,360 | $85,060+66.2% | $70,548+100.4% | $139,456+1.4% |
| Participation rate | 54.5% | 73.9%-19.4pp | 68.3%-13.8pp | 80.3%-25.8pp |
| Annual return | 17.41% | 30.38%-13.0pp | 32.78%-15.4pp | 373.45%-356.0pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,400 | $5,890-59.3% | $4,567-47.5% | $6,711-64.2% |
| Admin fee / account holder | $1,899 | $8,925-78.7% | $6,424-70.4% | $11,407-83.4% |