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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 | $199,698 | $112,729+77.1% | $98,716+102.3% | $137,256+45.5% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.3%-13.0pp | 80.0%-23.7pp |
| Annual return | 10.69% | 38.48%-27.8pp | 31.81%-21.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,777 | $4,640+46.1% | $4,048+67.4% | $6,407+5.8% |
| Admin fee / account holder | $116,658 | $10,129+1051.8% | $8,703+1240.5% | $12,270+850.7% |