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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 | $226,911 | $124,351+82.5% | $109,188+107.8% | $167,553+35.4% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 24.84% | 26.04%-1.2pp | 25.76%-0.9pp | 478.89%-454.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,639 | $5,257-11.8% | $4,654-0.3% | $6,343-26.9% |
| Admin fee / account holder | $1,228 | $7,975-84.6% | $6,755-81.8% | $12,316-90.0% |