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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 | $173,494 | $69,590+149.3% | $136,867+26.8% | $94,015+84.5% |
| Participation rate | 54.5% | 66.3%-11.8pp | 74.5%-20.0pp | 70.8%-16.3pp |
| Annual return | 41.45% | 19.62%+21.8pp | 42.97%-1.5pp | 17.84%+23.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,656 | $3,437+181.0% | $4,924+96.1% | $4,249+127.2% |
| Admin fee / account holder | $1,889 | $8,912-78.8% | $10,340-81.7% | $8,951-78.9% |