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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 | $128,812 | $91,559+40.7% | $133,978-3.9% | $79,856+61.3% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.6%-17.0pp |
| Annual return | 16.53% | 61.85%-45.3pp | 45.10%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,266 | $3,734-39.3% | $5,047-55.1% | $3,741-39.4% |
| Admin fee / account holder | $1,147 | $6,321-81.9% | $8,930-87.2% | $5,306-78.4% |