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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 | $144,222 | $124,425+15.9% | $112,040+28.7% | $137,256+5.1% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 11.90% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,069 | $5,718-28.8% | $5,098-20.2% | $6,407-36.5% |
| Admin fee / account holder | $18,453 | $15,207+21.3% | $12,098+52.5% | $12,270+50.4% |