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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 | $168,880 | $101,798+65.9% | $165,071+2.3% | $80,935+108.7% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 19.52% | 16.73%+2.8pp | 70.17%-50.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,827 | $4,476-36.8% | $6,035-53.2% | $4,299-34.2% |
| Admin fee / account holder | $2,466 | $8,221-70.0% | $12,695-80.6% | $6,924-64.4% |