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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 | $183,354 | $90,400+102.8% | $186,193-1.5% | $87,485+109.6% |
| Participation rate | 26.5% | 66.2%-39.7pp | 77.1%-50.6pp | 68.9%-42.5pp |
| Annual return | 15.79% | 22.15%-6.4pp | 78.03%-62.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,177 | $4,330-3.5% | $6,513-35.9% | $4,274-2.3% |
| Admin fee / account holder | $8,960 | $8,673+3.3% | $11,058-19.0% | $7,775+15.2% |