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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 | $125,103 | $54,757+128.5% | $90,304+38.5% | $72,975+71.4% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 21.24% | 30.63%-9.4pp | 78.13%-56.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,741 | $2,887-39.7% | $3,885-55.2% | $3,608-51.8% |
| Admin fee / account holder | $16,318 | $3,973+310.7% | $5,354+204.8% | $5,124+218.5% |