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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 | $125,503 | $91,559+37.1% | $133,978-6.3% | $79,856+57.2% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.1pp |
| Annual return | 11.62% | 61.85%-50.2pp | 45.10%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,952 | $3,734-20.9% | $5,047-41.5% | $3,741-21.1% |
| Admin fee / account holder | $1,857 | $6,321-70.6% | $8,930-79.2% | $5,306-65.0% |