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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 | $63,354+247.0% | $94,105+133.6% | $82,637+166.0% |
| Participation rate | 32.2% | 63.8%-31.6pp | 71.9%-39.7pp | 68.1%-35.9pp |
| Annual return | 14.23% | 34.36%-20.1pp | 204.55%-190.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,777 | $2,873-3.4% | $3,881-28.4% | $4,126-32.7% |
| Admin fee / account holder | $12,093 | $5,073+138.4% | $6,199+95.1% | $7,339+64.8% |