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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 | $197,350 | $78,428+151.6% | $95,960+105.7% | $79,852+147.1% |
| Participation rate | 41.9% | 73.5%-31.6pp | 77.1%-35.2pp | 69.6%-27.8pp |
| Annual return | 24.53% | 19.37%+5.2pp | 91.63%-67.1pp | 31.72%-7.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,667 | $3,440+35.7% | $4,167+12.0% | $3,740+24.8% |
| Admin fee / account holder | $2,339 | $5,622-58.4% | $6,797-65.6% | $5,306-55.9% |