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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 | $173,438 | $54,763+216.7% | $90,324+92.0% | $72,976+137.7% |
| Participation rate | 21.2% | 65.2%-43.9pp | 73.3%-52.1pp | 69.5%-48.3pp |
| Annual return | 21.50% | 30.63%-9.1pp | 78.15%-56.7pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,244 | $2,887-22.3% | $3,885-42.2% | $3,608-37.8% |
| Admin fee / account holder | $1,180 | $3,973-70.3% | $5,356-78.0% | $5,124-77.0% |