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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 | $106,672 | $58,493+82.4% | $84,023+27.0% | $72,976+46.2% |
| Participation rate | 38.1% | 61.2%-23.1pp | 69.0%-30.9pp | 69.5%-31.4pp |
| Annual return | 23.69% | 28.93%-5.2pp | 71.32%-47.6pp | 81.02%-57.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,194 | $2,394+75.2% | $3,239+29.5% | $3,608+16.2% |
| Admin fee / account holder | $25,677 | $4,569+462.0% | $6,102+320.8% | $5,124+401.1% |