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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 | $103,378 | $60,442+71.0% | $96,754+6.8% | $87,485+18.2% |
| Participation rate | 19.4% | 58.7%-39.3pp | 70.3%-50.8pp | 68.9%-49.5pp |
| Annual return | 14.52% | 21.97%-7.5pp | 82.04%-67.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,689 | $3,280-18.0% | $4,758-43.5% | $4,274-37.1% |
| Admin fee / account holder | $3,612 | $5,069-28.7% | $8,905-59.4% | $7,775-53.5% |