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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 | $193,875 | $110,137+76.0% | $161,149+20.3% | $82,637+134.6% |
| Participation rate | 44.8% | 72.4%-27.5pp | 78.8%-34.0pp | 68.1%-23.2pp |
| Annual return | 17.59% | 20.69%-3.1pp | 21.16%-3.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,893 | $4,575-14.9% | $6,153-36.7% | $4,126-5.6% |
| Admin fee / account holder | $2,155 | $9,467-77.2% | $15,194-85.8% | $7,339-70.6% |