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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 | $102,541 | $78,423+30.8% | $95,964+6.9% | $79,856+28.4% |
| Participation rate | 36.7% | 73.5%-36.8pp | 77.1%-40.4pp | 69.6%-33.0pp |
| Annual return | 13.11% | 19.37%-6.3pp | 91.64%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,829 | $3,440-46.8% | $4,167-56.1% | $3,741-51.1% |
| Admin fee / account holder | $2,307 | $5,622-59.0% | $6,797-66.1% | $5,306-56.5% |