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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 | $124,980+59.8% | $108,359+84.3% | $154,746+29.0% |
| Participation rate | 56.3% | 75.2%-18.9pp | 70.1%-13.9pp | 80.7%-24.5pp |
| Annual return | 10.69% | 45.00%-34.3pp | 36.89%-26.2pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,777 | $4,743+42.9% | $4,137+63.8% | $6,730+0.7% |
| Admin fee / account holder | $116,658 | $11,502+914.3% | $9,741+1097.6% | $14,365+712.1% |