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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 | $165,407 | $124,425+32.9% | $112,040+47.6% | $137,256+20.5% |
| Participation rate | 69.6% | 79.3%-9.7pp | 76.5%-6.9pp | 80.0%-10.4pp |
| Annual return | 15.79% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,092 | $5,718-45.9% | $5,098-39.3% | $6,407-51.7% |
| Admin fee / account holder | $1,185 | $15,207-92.2% | $12,098-90.2% | $12,270-90.3% |