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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 | $104,370 | $65,034+60.5% | $90,970+14.7% | $79,856+30.7% |
| Participation rate | 35.7% | 61.6%-25.9pp | 69.0%-33.3pp | 69.6%-33.9pp |
| Annual return | 15.54% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,971 | $2,512+18.3% | $3,373-11.9% | $3,741-20.6% |
| Admin fee / account holder | $2,924 | $4,536-35.5% | $5,961-51.0% | $5,306-44.9% |