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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 | $51,606+101.9% | $129,339-19.5% | $80,911+28.8% |
| Participation rate | 37.0% | 57.0%-20.0pp | 69.6%-32.7pp | 67.6%-30.7pp |
| Annual return | 12.65% | 20.76%-8.1pp | 9437.05%-9424.4pp | 35.63%-23.0pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,821 | $2,669+5.7% | $4,170-32.3% | $4,297-34.3% |
| Admin fee / account holder | $2,604 | $4,310-39.6% | $7,668-66.0% | $6,935-62.4% |