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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 | $186,438 | $77,358+141.0% | $102,184+82.5% | $87,485+113.1% |
| Participation rate | 53.8% | 78.7%-24.8pp | 82.6%-28.7pp | 68.9%-15.1pp |
| Annual return | 14.71% | 41.11%-26.4pp | 31.58%-16.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,173 | $6,753-38.2% | $8,309-49.8% | $4,274-2.4% |
| Admin fee / account holder | $5,331 | $6,809-21.7% | $11,609-54.1% | $7,775-31.4% |