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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 | $57,140+227.9% | $85,240+119.8% | $80,959+131.4% |
| Participation rate | 10.9% | 56.4%-45.5pp | 67.5%-56.7pp | 67.7%-56.8pp |
| Annual return | 16.23% | 21.71%-5.5pp | 66.75%-50.5pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,428 | $3,115-54.2% | $4,527-68.5% | $4,300-66.8% |
| Admin fee / account holder | $3,133 | $4,992-37.2% | $6,165-49.2% | $6,925-54.8% |