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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 | $133,448 | $64,920+105.6% | $103,693+28.7% | $86,983+53.4% |
| Participation rate | 33.3% | 63.6%-30.3pp | 72.6%-39.3pp | 69.5%-36.2pp |
| Annual return | 16.26% | 30.29%-14.0pp | 47.61%-31.3pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,130 | $3,241-34.3% | $4,579-53.5% | $4,194-49.2% |
| Admin fee / account holder | $22,275 | $6,191+259.8% | $7,858+183.5% | $7,856+183.5% |