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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 | $151,568 | $97,550+55.4% | $120,344+25.9% | $87,485+73.3% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.7%-16.2pp | 68.9%-8.4pp |
| Annual return | 16.54% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,318 | $4,230+191.2% | $5,135+139.9% | $4,274+188.2% |
| Admin fee / account holder | $3,212 | $9,543-66.3% | $12,742-74.8% | $7,775-58.7% |