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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 | $138,552 | $71,353+94.2% | $92,805+49.3% | $86,983+59.3% |
| Participation rate | 30.8% | 80.9%-50.1pp | 83.5%-52.7pp | 69.5%-38.8pp |
| Annual return | 16.18% | 44.68%-28.5pp | 31.59%-15.4pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,577 | $6,966-48.6% | $8,448-57.7% | $4,194-14.7% |
| Admin fee / account holder | $18,638 | $6,099+205.6% | $10,911+70.8% | $7,856+137.2% |