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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 | $169,846 | $67,602+151.2% | $82,312+106.3% | $70,126+142.2% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 16.74% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,605 | $2,987-46.3% | $3,706-56.7% | $3,332-51.8% |
| Admin fee / account holder | $11,907 | $4,512+163.9% | $5,608+112.3% | $4,645+156.3% |