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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 | $208,366 | $114,712+81.6% | $173,730+19.9% | $87,485+138.2% |
| Participation rate | 60.6% | 73.0%-12.4pp | 79.6%-19.0pp | 68.9%-8.3pp |
| Annual return | 17.13% | 20.18%-3.0pp | 19.96%-2.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,725 | $4,642-19.7% | $6,326-41.1% | $4,274-12.8% |
| Admin fee / account holder | $2,540 | $10,210-75.1% | $17,523-85.5% | $7,775-67.3% |