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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 | $138,552 | $78,197+77.2% | $98,090+41.2% | $82,637+67.7% |
| Participation rate | 30.8% | 77.5%-46.7pp | 81.5%-50.8pp | 68.1%-37.3pp |
| Annual return | 16.18% | 40.25%-24.1pp | 37.05%-20.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,577 | $6,636-46.1% | $7,845-54.4% | $4,126-13.3% |
| Admin fee / account holder | $18,638 | $14,832+25.7% | $11,815+57.7% | $7,339+154.0% |