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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 | $228,396 | $86,949+162.7% | $102,460+122.9% | $80,959+182.1% |
| Participation rate | 34.4% | 72.4%-38.0pp | 76.5%-42.1pp | 67.7%-33.3pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,787 | $4,121-8.1% | $5,056-25.1% | $4,300-11.9% |
| Admin fee / account holder | $768 | $8,048-90.5% | $9,460-91.9% | $6,925-88.9% |