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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 | $118,051 | $32,425+264.1% | $74,577+58.3% | $55,167+114.0% |
| Participation rate | 8.4% | 54.0%-45.6pp | 68.1%-59.7pp | 69.0%-60.6pp |
| Annual return | 12.82% | 10.63%+2.2pp | 20.47%-7.6pp | 169.23%-156.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $819 | $1,995-58.9% | $3,458-76.3% | $3,054-73.2% |
| Admin fee / account holder | $1,818 | $748+142.9% | $4,138-56.1% | $504+260.8% |