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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 | $108,788 | $78,428+38.7% | $95,960+13.4% | $79,852+36.2% |
| Participation rate | 30.8% | 73.5%-42.7pp | 77.1%-46.3pp | 69.6%-38.9pp |
| Annual return | 15.23% | 19.37%-4.1pp | 91.63%-76.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,301 | $3,440-33.1% | $4,167-44.8% | $3,740-38.5% |
| Admin fee / account holder | $937 | $5,622-83.3% | $6,797-86.2% | $5,306-82.3% |