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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 | $142,701 | $124,425+14.7% | $112,040+27.4% | $137,256+4.0% |
| Participation rate | 17.4% | 79.3%-61.9pp | 76.5%-59.1pp | 80.0%-62.6pp |
| Annual return | 11.16% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,683 | $5,718-53.1% | $5,098-47.4% | $6,407-58.1% |
| Admin fee / account holder | $6,870 | $15,207-54.8% | $12,098-43.2% | $12,270-44.0% |