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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 | $209,071 | $71,215+193.6% | $93,696+123.1% | $80,935+158.3% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.7%-6.1pp |
| Annual return | 14.85% | 11.27%+3.6pp | 133.74%-118.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,446 | $4,037-14.6% | $4,417-22.0% | $4,299-19.8% |
| Admin fee / account holder | $5,966 | $6,958-14.3% | $8,287-28.0% | $6,924-13.8% |