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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 | $148,201 | $57,140+159.4% | $85,240+73.9% | $80,959+83.1% |
| Participation rate | 30.6% | 56.4%-25.8pp | 67.5%-36.9pp | 67.7%-37.1pp |
| Annual return | 16.59% | 21.71%-5.1pp | 66.75%-50.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,635 | $3,115-15.4% | $4,527-41.8% | $4,300-38.7% |
| Admin fee / account holder | $50,686 | $4,992+915.4% | $6,165+722.2% | $6,925+631.9% |