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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 | $190,217 | $71,057+167.7% | $93,654+103.1% | $80,874+135.2% |
| Participation rate | 48.5% | 60.4%-11.9pp | 68.7%-20.2pp | 67.6%-19.2pp |
| Annual return | 11.33% | 11.26%+0.1pp | 133.34%-122.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,858 | $4,034-53.9% | $4,413-57.9% | $4,297-56.8% |
| Admin fee / account holder | $29,103 | $6,944+319.1% | $8,282+251.4% | $6,935+319.6% |