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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 | $78,520+137.4% | $96,576+93.0% | $82,448+126.1% |
| Participation rate | 53.8% | 77.7%-23.9pp | 81.4%-27.6pp | 68.1%-14.2pp |
| Annual return | 14.71% | 41.30%-26.6pp | 38.47%-23.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,173 | $6,754-38.2% | $7,956-47.6% | $4,139+0.8% |
| Admin fee / account holder | $5,331 | $13,455-60.4% | $11,381-53.2% | $7,234-26.3% |