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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 | $154,314 | $81,457+89.4% | $103,378+49.3% | $80,911+90.7% |
| Participation rate | 39.3% | 66.8%-27.6pp | 74.5%-35.2pp | 67.6%-28.4pp |
| Annual return | 14.46% | 25.58%-11.1pp | 24.91%-10.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,816 | $3,871-1.4% | $5,058-24.6% | $4,297-11.2% |
| Admin fee / account holder | $1,618 | $6,717-75.9% | $8,401-80.7% | $6,935-76.7% |