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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 | $205,937 | $80,983+154.3% | $96,544+113.3% | $75,177+173.9% |
| Participation rate | 38.7% | 71.8%-33.1pp | 76.0%-37.3pp | 67.2%-28.5pp |
| Annual return | 17.44% | 27.05%-9.6pp | 25.88%-8.4pp | 160.75%-143.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,504 | $3,929-10.8% | $4,851-27.8% | $4,126-15.1% |
| Admin fee / account holder | $778 | $6,717-88.4% | $8,254-90.6% | $5,651-86.2% |