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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 | $176,094 | $86,940+102.5% | $102,434+71.9% | $80,935+117.6% |
| Participation rate | 62.2% | 72.4%-10.2pp | 76.5%-14.3pp | 67.7%-5.4pp |
| Annual return | 53.80% | 18.89%+34.9pp | 29.46%+24.3pp | 35.66%+18.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,109 | $4,121+121.0% | $5,055+80.2% | $4,299+111.9% |
| Admin fee / account holder | $304 | $8,047-96.2% | $9,462-96.8% | $6,924-95.6% |