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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 | $159,118 | $63,365+151.1% | $91,994+73.0% | $72,975+118.0% |
| Participation rate | 54.5% | 72.5%-18.0pp | 78.6%-24.1pp | 69.5%-14.9pp |
| Annual return | 25.28% | 35.35%-10.1pp | 69.04%-43.8pp | 81.01%-55.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,412 | $4,883+92.7% | $5,924+58.9% | $3,608+160.9% |
| Admin fee / account holder | $11,369 | $4,670+143.5% | $7,744+46.8% | $5,124+121.9% |