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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 | $170,686 | $86,940+96.3% | $102,434+66.6% | $80,935+110.9% |
| Participation rate | 29.0% | 72.4%-43.4pp | 76.5%-47.5pp | 67.7%-38.6pp |
| Annual return | 16.52% | 18.89%-2.4pp | 29.46%-12.9pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,931 | $4,121-28.9% | $5,055-42.0% | $4,299-31.8% |
| Admin fee / account holder | $61,254 | $8,047+661.2% | $9,462+547.4% | $6,924+784.6% |