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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 | $132,568 | $52,279+153.6% | $89,414+48.3% | $79,852+66.0% |
| Participation rate | 28.6% | 57.5%-29.0pp | 68.0%-39.4pp | 69.6%-41.1pp |
| Annual return | 30.61% | 22.16%+8.4pp | 245.50%-214.9pp | 31.72%-1.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,585 | $2,740-5.7% | $3,890-33.5% | $3,740-30.9% |
| Admin fee / account holder | $13,856 | $3,356+312.8% | $4,883+183.8% | $5,306+161.1% |