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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 | $215,270 | $81,504+164.1% | $102,437+110.1% | $80,959+165.9% |
| Participation rate | 37.1% | 66.9%-29.7pp | 74.5%-37.4pp | 67.7%-30.5pp |
| Annual return | 14.67% | 25.60%-10.9pp | 24.95%-10.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,950 | $3,871-23.8% | $5,060-41.7% | $4,300-31.4% |
| Admin fee / account holder | $721 | $6,719-89.3% | $8,388-91.4% | $6,925-89.6% |