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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 | $193,363 | $117,895+64.0% | $102,460+88.7% | $145,897+32.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.51% | 31.92%-13.4pp | 29.47%-11.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,143 | $5,736-62.6% | $5,056-57.6% | $6,689-68.0% |
| Admin fee / account holder | $2,203 | $13,353-83.5% | $9,460-76.7% | $13,390-83.5% |