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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 | $148,156 | $51,606+187.1% | $129,339+14.5% | $80,911+83.1% |
| Participation rate | 44.7% | 57.0%-12.3pp | 69.6%-25.0pp | 67.6%-23.0pp |
| Annual return | 13.42% | 20.76%-7.3pp | 9437.05%-9423.6pp | 35.63%-22.2pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,403 | $2,669+102.5% | $4,170+29.6% | $4,297+25.7% |
| Admin fee / account holder | $20,750 | $4,310+381.4% | $7,668+170.6% | $6,935+199.2% |