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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 | $164,652 | $124,425+32.3% | $112,040+47.0% | $137,256+20.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.30% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,454 | $5,718-39.6% | $5,098-32.2% | $6,407-46.1% |
| Admin fee / account holder | $19,084 | $15,207+25.5% | $12,098+57.7% | $12,270+55.5% |