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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 | $99,035 | $37,446+164.5% | $77,552+27.7% | $79,856+24.0% |
| Participation rate | 12.0% | 41.5%-29.5pp | 54.2%-42.2pp | 69.6%-57.6pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $384 | $637-39.7% | $987-61.1% | $2,471-84.5% |
| Participant deferral / active EE | $1,715 | $1,261+36.1% | $1,861-7.8% | $3,741-54.1% |
| Admin fee / account holder | $1,807 | $2,506-27.9% | $2,859-36.8% | $5,306-66.0% |