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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 | $184,895 | $110,212+67.8% | $96,534+91.5% | $139,466+32.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 22.00% | 26.42%-4.4pp | 25.88%-3.9pp | 373.66%-351.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,502 | $5,547-54.9% | $4,851-48.4% | $6,712-62.7% |
| Admin fee / account holder | $654 | $11,599-94.4% | $8,253-92.1% | $11,409-94.3% |