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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 | $167,149 | $72,486+130.6% | $87,103+91.9% | $72,976+129.0% |
| Participation rate | 31.3% | 72.8%-41.6pp | 76.9%-45.6pp | 69.5%-38.2pp |
| Annual return | 22.83% | 24.46%-1.6pp | 28.19%-5.4pp | 81.02%-58.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,378 | $3,270-27.3% | $4,049-41.3% | $3,608-34.1% |
| Admin fee / account holder | $631 | $5,055-87.5% | $7,491-91.6% | $5,124-87.7% |