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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 | $189,827 | $75,807+150.4% | $116,096+63.5% | $86,983+118.2% |
| Participation rate | 42.6% | 66.9%-24.3pp | 73.3%-30.7pp | 69.5%-26.9pp |
| Annual return | 18.71% | 18.57%+0.1pp | 326.25%-307.5pp | 25.83%-7.1pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,938 | $3,212+22.6% | $3,952-0.4% | $4,194-6.1% |
| Admin fee / account holder | $1,569 | $6,659-76.4% | $7,704-79.6% | $7,856-80.0% |