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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 | $101,000 | $78,425+28.8% | $95,954+5.3% | $79,860+26.5% |
| Participation rate | 33.3% | 73.5%-40.2pp | 77.1%-43.7pp | 69.6%-36.3pp |
| Annual return | 13.42% | 19.37%-6.0pp | 91.62%-78.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,900 | $3,440-44.8% | $4,167-54.4% | $3,740-49.2% |
| Admin fee / account holder | $4,505 | $5,622-19.9% | $6,796-33.7% | $5,306-15.1% |