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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 | $153,641 | $108,825+41.2% | $156,181-1.6% | $82,448+86.3% |
| Participation rate | 51.7% | 72.4%-20.6pp | 78.8%-27.1pp | 68.1%-16.3pp |
| Annual return | 12.69% | 20.59%-7.9pp | 64.87%-52.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,370 | $4,577-48.2% | $6,132-61.3% | $4,139-42.7% |
| Admin fee / account holder | $3,097 | $9,341-66.8% | $14,586-78.8% | $7,234-57.2% |