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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 | $207,702 | $58,493+255.1% | $84,023+147.2% | $72,976+184.6% |
| Participation rate | 41.9% | 61.2%-19.3pp | 69.0%-27.1pp | 69.5%-27.6pp |
| Annual return | 20.43% | 28.93%-8.5pp | 71.32%-50.9pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,360 | $2,394-43.2% | $3,239-58.0% | $3,608-62.3% |
| Admin fee / account holder | $2,068 | $4,569-54.7% | $6,102-66.1% | $5,124-59.6% |