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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 | $160,555 | $78,423+104.7% | $95,964+67.3% | $79,856+101.1% |
| Participation rate | 41.9% | 73.5%-31.6pp | 77.1%-35.1pp | 69.6%-27.7pp |
| Annual return | 21.39% | 19.37%+2.0pp | 91.64%-70.3pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,026 | $3,440-41.1% | $4,167-51.4% | $3,741-45.8% |
| Admin fee / account holder | $5,188 | $5,622-7.7% | $6,797-23.7% | $5,306-2.2% |