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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 | $182,300 | $123,793+47.3% | $177,827+2.5% | $79,858+128.3% |
| Participation rate | 64.0% | 84.7%-20.7pp | 87.7%-23.7pp | 69.6%-5.6pp |
| Annual return | 14.08% | 22.82%-8.7pp | 48.32%-34.2pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,510 | $5,956+76.5% | $7,713+36.3% | $3,740+181.0% |
| Admin fee / account holder | $4,468 | $7,243-38.3% | $12,429-64.1% | $5,306-15.8% |