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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 | $120,305 | $65,034+85.0% | $90,970+32.2% | $79,856+50.7% |
| Participation rate | 43.8% | 61.6%-17.9pp | 69.0%-25.3pp | 69.6%-25.9pp |
| Annual return | 14.10% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,623 | $2,512+4.4% | $3,373-22.2% | $3,741-29.9% |
| Admin fee / account holder | $3,157 | $4,536-30.4% | $5,961-47.0% | $5,306-40.5% |