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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 | $125,673 | $56,110+124.0% | $94,993+32.3% | $70,124+79.2% |
| Participation rate | 54.5% | 65.0%-10.5pp | 73.9%-19.3pp | 69.5%-15.0pp |
| Annual return | 14.11% | 51.02%-36.9pp | 27.14%-13.0pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,785 | $2,391+141.9% | $3,317+74.4% | $3,332+73.6% |
| Admin fee / account holder | $22,678 | $3,456+556.1% | $4,960+357.2% | $4,645+388.2% |