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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 | $115,225+45.4% | $100,712+66.4% | $138,895+20.6% |
| Participation rate | 55.6% | 74.3%-18.8pp | 69.3%-13.7pp | 79.9%-24.4pp |
| Annual return | 11.19% | 40.35%-29.2pp | 33.27%-22.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,654 | $4,699-1.0% | $4,085+13.9% | $6,396-27.2% |
| Admin fee / account holder | $337 | $10,844-96.9% | $9,256-96.4% | $12,562-97.3% |