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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 | $143,772 | $77,638+85.2% | $156,551-8.2% | $62,881+128.6% |
| Participation rate | 44.0% | 71.2%-27.2pp | 84.0%-40.0pp | 69.3%-25.3pp |
| Annual return | 9.89% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,981 | $3,046+63.6% | $4,871+2.3% | $3,203+55.5% |
| Admin fee / account holder | $1,237 | $5,561-77.8% | $13,028-90.5% | $4,296-71.2% |