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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 | $187,337 | $57,073+228.2% | $85,126+120.1% | $80,925+131.5% |
| Participation rate | 10.9% | 56.4%-45.5pp | 67.5%-56.7pp | 67.7%-56.8pp |
| Annual return | 16.23% | 21.69%-5.5pp | 66.63%-50.4pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,428 | $3,113-54.1% | $4,523-68.4% | $4,299-66.8% |
| Admin fee / account holder | $3,133 | $4,988-37.2% | $6,160-49.1% | $6,940-54.9% |