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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 | $142,704 | $78,428+82.0% | $95,960+48.7% | $79,852+78.7% |
| Participation rate | 40.6% | 73.5%-32.9pp | 77.1%-36.5pp | 69.6%-29.0pp |
| Annual return | 10.58% | 19.37%-8.8pp | 91.63%-81.1pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,374 | $3,440-1.9% | $4,167-19.0% | $3,740-9.8% |
| Admin fee / account holder | $44,650 | $5,622+694.2% | $6,797+556.9% | $5,306+741.5% |