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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 | $104,180 | $51,638+101.8% | $129,406-19.5% | $80,959+28.7% |
| Participation rate | 37.0% | 56.9%-20.0pp | 69.6%-32.7pp | 67.7%-30.7pp |
| Annual return | 12.65% | 20.78%-8.1pp | 9468.18%-9455.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,821 | $2,670+5.7% | $4,167-32.3% | $4,300-34.4% |
| Admin fee / account holder | $2,604 | $4,313-39.6% | $7,689-66.1% | $6,925-62.4% |