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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 | $57,073+159.7% | $85,126+74.1% | $80,925+83.1% |
| Participation rate | 30.6% | 56.4%-25.8pp | 67.5%-36.9pp | 67.7%-37.0pp |
| Annual return | 16.59% | 21.69%-5.1pp | 66.63%-50.0pp | 35.65%-19.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,635 | $3,113-15.3% | $4,523-41.7% | $4,299-38.7% |
| Admin fee / account holder | $50,686 | $4,988+916.2% | $6,160+722.8% | $6,940+630.3% |