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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 | $182,135 | $114,712+58.8% | $173,730+4.8% | $87,485+108.2% |
| Participation rate | 51.9% | 73.0%-21.1pp | 79.6%-27.7pp | 68.9%-17.1pp |
| Annual return | 15.78% | 20.18%-4.4pp | 19.96%-4.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,432 | $4,642-4.5% | $6,326-29.9% | $4,274+3.7% |
| Admin fee / account holder | $880 | $10,210-91.4% | $17,523-95.0% | $7,775-88.7% |