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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 | $90,031 | $67,595+33.2% | $186,193-51.6% | $64,340+39.9% |
| Participation rate | 27.3% | 51.9%-24.6pp | 77.1%-49.8pp | 55.2%-27.9pp |
| Annual return | 17.42% | 17.46%0pp | 78.03%-60.6pp | 24.14%-6.7pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $3,918-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,927 | $3,023-36.3% | $6,513-70.4% | $2,980-35.3% |
| Admin fee / account holder | $6,484 | $5,311+22.1% | $11,058-41.4% | $3,703+75.1% |