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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 | $148,879 | $54,541+173.0% | $78,778+89.0% | $70,126+112.3% |
| Participation rate | 55.8% | 60.8%-5.0pp | 69.2%-13.4pp | 69.5%-13.8pp |
| Annual return | 16.16% | 21.07%-4.9pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,693 | $2,210+21.9% | $2,958-9.0% | $3,332-19.2% |
| Admin fee / account holder | $3,180 | $3,709-14.3% | $5,134-38.1% | $4,645-31.5% |