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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 | $108,825+91.5% | $156,181+33.4% | $82,448+152.7% |
| Participation rate | 60.6% | 72.4%-11.8pp | 78.8%-18.2pp | 68.1%-7.5pp |
| Annual return | 17.13% | 20.59%-3.5pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,725 | $4,577-18.6% | $6,132-39.3% | $4,139-10.0% |
| Admin fee / account holder | $2,540 | $9,341-72.8% | $14,586-82.6% | $7,234-64.9% |