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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 | $167,557 | $112,729+48.6% | $98,716+69.7% | $137,256+22.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 11.19% | 38.48%-27.3pp | 31.81%-20.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,654 | $4,640+0.3% | $4,048+15.0% | $6,407-27.4% |
| Admin fee / account holder | $337 | $10,129-96.7% | $8,703-96.1% | $12,270-97.3% |