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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 | $120,508 | $58,493+106.0% | $84,023+43.4% | $72,976+65.1% |
| Participation rate | 31.0% | 61.2%-30.2pp | 69.0%-38.0pp | 69.5%-38.5pp |
| Annual return | 23.32% | 28.93%-5.6pp | 71.32%-48.0pp | 81.02%-57.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,318 | $2,394-3.2% | $3,239-28.4% | $3,608-35.7% |
| Admin fee / account holder | $21,948 | $4,569+380.4% | $6,102+259.7% | $5,124+328.3% |