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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 | $151,354 | $58,493+158.8% | $84,021+80.1% | $72,975+107.4% |
| Participation rate | 43.8% | 61.2%-17.5pp | 69.0%-25.3pp | 69.5%-25.7pp |
| Annual return | 17.82% | 28.93%-11.1pp | 71.32%-53.5pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,437 | $2,394-40.0% | $3,239-55.6% | $3,608-60.2% |
| Admin fee / account holder | $7,492 | $4,569+64.0% | $6,102+22.8% | $5,124+46.2% |