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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 | $107,863 | $46,877+130.1% | $122,354-11.8% | $70,126+53.8% |
| Participation rate | 20.7% | 58.2%-37.5pp | 71.6%-50.9pp | 69.5%-48.9pp |
| Annual return | 19.41% | 24.22%-4.8pp | 30.28%-10.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,476 | $2,167-31.9% | $3,287-55.1% | $3,332-55.7% |
| Admin fee / account holder | $13,038 | $3,324+292.3% | $5,479+138.0% | $4,645+180.7% |