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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 | $81,262+76.6% | $155,602-7.8% | $80,911+77.4% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.4pp | 67.6%-12.8pp |
| Annual return | 0.00% | 33.34%-33.3pp | 64.81%-64.8pp | 35.63%-35.6pp |
| Employer contribution / active EE | $2,532 | $3,102-18.4% | $4,675-45.8% | $2,756-8.1% |
| Participant deferral / active EE | $2,771 | $3,451-19.7% | $5,629-50.8% | $4,297-35.5% |
| Admin fee / account holder | $13,009 | $7,992+62.8% | $15,923-18.3% | $6,935+87.6% |