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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 | $134,656 | $65,364+106.0% | $92,909+44.9% | $72,975+84.5% |
| Participation rate | 42.3% | 68.3%-26.0pp | 76.0%-33.7pp | 69.5%-27.2pp |
| Annual return | 23.52% | 42.11%-18.6pp | 109.44%-85.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,785 | $3,128-42.9% | $4,238-57.9% | $3,608-50.5% |
| Admin fee / account holder | $12,304 | $4,251+189.4% | $5,795+112.3% | $5,124+140.1% |