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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 | $196,335 | $73,955+165.5% | $96,520+103.4% | $75,181+161.2% |
| Participation rate | 48.0% | 66.4%-18.4pp | 74.3%-26.3pp | 67.2%-19.2pp |
| Annual return | 16.73% | 26.72%-10.0pp | 35.72%-19.0pp | 160.69%-144.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,111 | $3,659+12.3% | $4,879-15.7% | $4,126-0.4% |
| Admin fee / account holder | $492 | $5,217-90.6% | $6,733-92.7% | $5,650-91.3% |