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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 | $241,985 | $83,485+189.9% | $125,195+93.3% | $72,976+231.6% |
| Participation rate | 38.2% | 73.3%-35.1pp | 79.8%-41.5pp | 69.5%-31.3pp |
| Annual return | 21.43% | 25.77%-4.3pp | 43.79%-22.4pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,629 | $3,586-26.7% | $4,937-46.8% | $3,608-27.1% |
| Admin fee / account holder | $1,726 | $5,518-68.7% | $9,704-82.2% | $5,124-66.3% |