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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 | $103,789 | $59,123+75.5% | $77,183+34.5% | $75,181+38.1% |
| Participation rate | 22.4% | 63.9%-41.5pp | 69.6%-47.2pp | 67.2%-44.8pp |
| Annual return | 19.30% | 26.72%-7.4pp | 37.89%-18.6pp | 160.69%-141.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,980 | $2,999-34.0% | $3,833-48.3% | $4,126-52.0% |
| Admin fee / account holder | $16,661 | $4,776+248.9% | $5,475+204.3% | $5,650+194.9% |