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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 | $143,573 | $65,034+120.8% | $90,970+57.8% | $79,856+79.8% |
| Participation rate | 52.5% | 61.6%-9.1pp | 69.0%-16.5pp | 69.6%-17.1pp |
| Annual return | 12.30% | 30.45%-18.2pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,277 | $2,512-49.2% | $3,373-62.2% | $3,741-65.9% |
| Admin fee / account holder | $10,485 | $4,536+131.2% | $5,961+75.9% | $5,306+97.6% |