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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 | $64,920+167.2% | $103,693+67.3% | $86,983+99.5% |
| Participation rate | 54.5% | 63.6%-9.0pp | 72.6%-18.1pp | 69.5%-15.0pp |
| Annual return | 41.45% | 30.29%+11.2pp | 47.61%-6.2pp | 25.83%+15.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,656 | $3,241+197.9% | $4,579+110.9% | $4,194+130.2% |
| Admin fee / account holder | $1,889 | $6,191-69.5% | $7,858-76.0% | $7,856-76.0% |