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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 | $160,111 | $61,125+161.9% | $94,057+70.2% | $87,485+83.0% |
| Participation rate | 13.9% | 64.1%-50.2pp | 73.3%-59.5pp | 68.9%-55.0pp |
| Annual return | 16.29% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,001 | $3,260-69.3% | $4,709-78.7% | $4,274-76.6% |
| Admin fee / account holder | $866 | $5,629-84.6% | $7,244-88.1% | $7,775-88.9% |