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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 | $71,208+167.1% | $93,681+103.0% | $80,911+135.1% |
| Participation rate | 48.5% | 60.4%-11.9pp | 68.7%-20.2pp | 67.6%-19.2pp |
| Annual return | 11.33% | 11.27%+0.1pp | 133.47%-122.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,858 | $4,035-53.9% | $4,415-57.9% | $4,297-56.8% |
| Admin fee / account holder | $29,103 | $6,951+318.7% | $8,290+251.1% | $6,935+319.7% |