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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 | $111,178 | $57,541+93.2% | $95,728+16.1% | $75,181+47.9% |
| Participation rate | 50.0% | 62.5%-12.5pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 21.49% | 34.93%-13.4pp | 28.40%-6.9pp | 160.69%-139.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,513 | $3,074+46.8% | $4,245+6.3% | $4,126+9.4% |
| Admin fee / account holder | $1,340 | $4,099-67.3% | $5,673-76.4% | $5,650-76.3% |