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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 | $176,940 | $67,602+161.7% | $82,312+115.0% | $70,126+152.3% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.5pp |
| Annual return | 18.37% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,347 | $2,987-21.4% | $3,706-36.7% | $3,332-29.6% |
| Admin fee / account holder | $1,663 | $4,512-63.1% | $5,608-70.3% | $4,645-64.2% |