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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 | $196,156 | $136,860+43.3% | $120,344+63.0% | $154,746+26.8% |
| Participation rate | 37.5% | 79.9%-42.4pp | 76.7%-39.2pp | 80.7%-43.2pp |
| Annual return | 14.06% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,541 | $5,793-56.1% | $5,135-50.5% | $6,730-62.2% |
| Admin fee / account holder | $3,722 | $15,393-75.8% | $12,742-70.8% | $14,365-74.1% |