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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 | $142,065 | $52,279+171.7% | $89,414+58.9% | $79,852+77.9% |
| Participation rate | 56.1% | 57.5%-1.4pp | 68.0%-11.9pp | 69.6%-13.5pp |
| Annual return | 17.36% | 22.16%-4.8pp | 245.50%-228.1pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,287 | $2,740+56.5% | $3,890+10.2% | $3,740+14.6% |
| Admin fee / account holder | $21,798 | $3,356+549.4% | $4,883+346.4% | $5,306+310.8% |