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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 | $167,415+17.2% | $140,514+39.6% | $198,609-1.2% |
| Participation rate | 37.5% | 80.9%-43.4pp | 77.8%-40.3pp | 82.4%-44.9pp |
| Annual return | 14.06% | 13.85%+0.2pp | 14.36%-0.3pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,541 | $5,579-54.5% | $4,919-48.3% | $6,977-63.6% |
| Admin fee / account holder | $3,722 | $16,730-77.8% | $13,697-72.8% | $19,030-80.4% |