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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 | $141,207 | $54,541+158.9% | $78,778+79.2% | $70,126+101.4% |
| Participation rate | 51.6% | 60.8%-9.2pp | 69.2%-17.6pp | 69.5%-17.9pp |
| Annual return | 16.58% | 21.07%-4.5pp | 35.62%-19.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,244 | $2,210-43.7% | $2,958-58.0% | $3,332-62.7% |
| Admin fee / account holder | $3,863 | $3,709+4.2% | $5,134-24.7% | $4,645-16.8% |