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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 | $167,377 | $124,425+34.5% | $112,040+49.4% | $137,256+21.9% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 15.08% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,951 | $5,718-30.9% | $5,098-22.5% | $6,407-38.3% |
| Admin fee / account holder | $1,778 | $15,207-88.3% | $12,098-85.3% | $12,270-85.5% |