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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 | $144,022 | $99,994+44.0% | $146,647-1.8% | $85,851+67.8% |
| Participation rate | 40.7% | 73.1%-32.3pp | 80.1%-39.3pp | 69.3%-28.6pp |
| Annual return | 18.38% | 18.93%-0.6pp | 22.75%-4.4pp | 318.63%-300.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,584 | $4,006-35.5% | $5,506-53.1% | $3,952-34.6% |
| Admin fee / account holder | $2,889 | $7,703-62.5% | $10,281-71.9% | $6,261-53.9% |