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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 | $147,140 | $106,749+37.8% | $145,433+1.2% | $82,448+78.5% |
| Participation rate | 67.6% | 75.6%-8.0pp | 82.1%-14.5pp | 68.1%-0.4pp |
| Annual return | 14.81% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,650 | $6,519-13.3% | $7,897-28.5% | $4,139+36.5% |
| Admin fee / account holder | $2,778 | $8,390-66.9% | $13,129-78.8% | $7,234-61.6% |