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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 | $219,826 | $75,807+190.0% | $116,096+89.3% | $86,983+152.7% |
| Participation rate | 32.2% | 66.9%-34.7pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 14.23% | 18.57%-4.3pp | 326.25%-312.0pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,777 | $3,212-13.5% | $3,952-29.7% | $4,194-33.8% |
| Admin fee / account holder | $12,093 | $6,659+81.6% | $7,704+57.0% | $7,856+53.9% |