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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 | $162,754 | $100,125+62.6% | $81,482+99.7% | $145,978+11.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 9.20% | 34.44%-25.2pp | 24.79%-15.6pp | 550.52%-541.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,491 | $4,609-67.6% | $3,885-61.6% | $6,690-77.7% |
| Admin fee / account holder | $6,756 | $8,198-17.6% | $5,761+17.3% | $13,400-49.6% |