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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 | $123,696 | $57,140+116.5% | $85,240+45.1% | $80,959+52.8% |
| Participation rate | 55.8% | 56.4%-0.6pp | 67.5%-11.8pp | 67.7%-11.9pp |
| Annual return | 12.80% | 21.71%-8.9pp | 66.75%-54.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,107 | $3,115-0.3% | $4,527-31.4% | $4,300-27.7% |
| Admin fee / account holder | $9,979 | $4,992+99.9% | $6,165+61.9% | $6,925+44.1% |