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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 | $160,770 | $76,407+110.4% | $150,298+7.0% | $82,448+95.0% |
| Participation rate | 64.7% | 66.4%-1.7pp | 77.8%-13.1pp | 68.1%-3.4pp |
| Annual return | 15.69% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,624 | $3,214+12.7% | $5,453-33.5% | $4,139-12.5% |
| Admin fee / account holder | $9,191 | $6,352+44.7% | $14,116-34.9% | $7,234+27.0% |