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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 | $93,584 | $29,733+214.7% | $56,025+67.0% | $80,959+15.6% |
| Participation rate | 31.3% | 41.7%-10.5pp | 52.5%-21.3pp | 67.7%-36.4pp |
| Annual return | 15.49% | 35.28%-19.8pp | 1712.69%-1697.2pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,230 | $1,229+81.4% | $1,955+14.1% | $4,300-48.1% |
| Admin fee / account holder | $2,754 | $2,434+13.2% | $2,828-2.6% | $6,925-60.2% |