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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 | $93,327 | $65,027+43.5% | $90,970+2.6% | $79,852+16.9% |
| Participation rate | 40.8% | 61.6%-20.8pp | 69.0%-28.2pp | 69.6%-28.8pp |
| Annual return | 11.36% | 30.45%-19.1pp | 134.58%-123.2pp | 31.72%-20.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,542 | $2,512-38.6% | $3,373-54.3% | $3,740-58.8% |
| Admin fee / account holder | $14,063 | $4,535+210.1% | $5,960+136.0% | $5,306+165.0% |