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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 | $237,957 | $51,638+360.8% | $129,406+83.9% | $80,959+193.9% |
| Participation rate | 56.0% | 56.9%-0.9pp | 69.6%-13.6pp | 67.7%-11.7pp |
| Annual return | 14.76% | 20.78%-6.0pp | 9468.18%-9453.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,801 | $4,313-58.3% | $7,689-76.6% | $6,925-74.0% |