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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 | $143,500 | $81,358+76.4% | $155,556-7.8% | $80,959+77.3% |
| Participation rate | 54.8% | 66.3%-11.4pp | 78.2%-23.4pp | 67.7%-12.8pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,532 | $3,106-18.5% | $4,675-45.8% | $2,757-8.2% |
| Participant deferral / active EE | $2,771 | $3,455-19.8% | $5,631-50.8% | $4,300-35.6% |
| Admin fee / account holder | $13,009 | $7,994+62.7% | $15,885-18.1% | $6,925+87.8% |