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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 | $127,543 | $70,430+81.1% | $96,572+32.1% | $85,851+48.6% |
| Participation rate | 46.7% | 61.8%-15.1pp | 69.8%-23.2pp | 69.3%-22.7pp |
| Annual return | 13.98% | 18.58%-4.6pp | 37.79%-23.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,583 | $2,894-45.3% | $3,850-58.9% | $3,952-59.9% |
| Admin fee / account holder | $2,872 | $4,996-42.5% | $6,183-53.6% | $6,261-54.1% |