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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 | $77,521 | $53,127+45.9% | $86,597-10.5% | $70,131+10.5% |
| Participation rate | 36.2% | 65.3%-29.1pp | 73.5%-37.4pp | 69.5%-33.4pp |
| Annual return | 13.80% | 27.66%-13.9pp | 964.96%-951.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,607 | $2,696-40.4% | $3,609-55.5% | $3,332-51.8% |
| Admin fee / account holder | $8,896 | $3,585+148.1% | $4,906+81.3% | $4,645+91.5% |