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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 | $90,075 | $58,828+53.1% | $78,002+15.5% | $62,881+43.2% |
| Participation rate | 41.2% | 71.1%-29.9pp | 75.5%-34.3pp | 69.3%-28.1pp |
| Annual return | 12.68% | 17.16%-4.5pp | 425.99%-413.3pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,515 | $2,686-43.6% | $3,497-56.7% | $3,203-52.7% |
| Admin fee / account holder | $473 | $4,393-89.2% | $5,481-91.4% | $4,296-89.0% |