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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 | $186,222 | $86,288+115.8% | $111,306+67.3% | $85,851+116.9% |
| Participation rate | 51.7% | 73.3%-21.6pp | 77.3%-25.6pp | 69.3%-17.6pp |
| Annual return | 23.79% | 19.99%+3.8pp | 54.67%-30.9pp | 318.63%-294.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,892 | $3,641-20.6% | $4,488-35.6% | $3,952-26.8% |
| Admin fee / account holder | $6,890 | $8,189-15.9% | $7,966-13.5% | $6,261+10.0% |