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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 | $168,213 | $78,682+113.8% | $109,188+54.1% | $85,851+95.9% |
| Participation rate | 53.8% | 68.3%-14.4pp | 75.9%-22.0pp | 69.3%-15.5pp |
| Annual return | 19.68% | 25.09%-5.4pp | 25.76%-6.1pp | 318.63%-299.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,590 | $3,468-25.3% | $4,654-44.4% | $3,952-34.5% |
| Admin fee / account holder | $20,075 | $5,470+267.0% | $6,755+197.2% | $6,261+220.6% |