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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 | $172,492 | $126,661+36.2% | $113,397+52.1% | $138,895+24.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 16.92% | 25.05%-8.1pp | 23.20%-6.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,259 | $5,693-7.6% | $5,076+3.6% | $6,396-17.8% |
| Admin fee / account holder | $621 | $14,549-95.7% | $11,957-94.8% | $12,562-95.1% |