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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 | $125,981 | $70,435+78.9% | $96,575+30.4% | $85,856+46.7% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 11.14% | 18.59%-7.5pp | 37.79%-26.6pp | 318.58%-307.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,559 | $2,894-46.1% | $3,849-59.5% | $3,952-60.6% |
| Admin fee / account holder | $19,621 | $4,997+292.6% | $6,182+217.4% | $6,261+213.4% |