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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 | $198,207 | $54,763+261.9% | $90,324+119.4% | $72,976+171.6% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 25.81% | 30.63%-4.8pp | 78.15%-52.3pp | 81.02%-55.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,107 | $2,887-27.0% | $3,885-45.8% | $3,608-41.6% |
| Admin fee / account holder | $2,874 | $3,973-27.7% | $5,356-46.3% | $5,124-43.9% |