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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 | $132,746 | $65,395+103.0% | $182,540-27.3% | $72,975+81.9% |
| Participation rate | 57.7% | 65.4%-7.8pp | 78.0%-20.3pp | 69.5%-11.8pp |
| Annual return | 23.54% | 27.68%-4.1pp | 148.58%-125.0pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,515 | $3,563+26.7% | $5,525-18.3% | $3,608+25.1% |
| Admin fee / account holder | $3,346 | $4,245-21.2% | $8,593-61.1% | $5,124-34.7% |