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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 | $152,765 | $58,493+161.2% | $84,021+81.8% | $72,975+109.3% |
| Participation rate | 35.3% | 61.2%-25.9pp | 69.0%-33.7pp | 69.5%-34.2pp |
| Annual return | 24.23% | 28.93%-4.7pp | 71.32%-47.1pp | 81.01%-56.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,976 | $2,394-17.5% | $3,239-39.0% | $3,608-45.2% |
| Admin fee / account holder | $20,543 | $4,569+349.7% | $6,102+236.7% | $5,124+300.9% |