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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 | $161,755 | $111,814+44.7% | $103,374+56.5% | $145,959+10.8% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.30% | 24.77%-12.5pp | 24.89%-12.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,755 | $5,618-51.0% | $5,058-45.5% | $6,689-58.8% |
| Admin fee / account holder | $652 | $9,754-93.3% | $8,394-92.2% | $13,398-95.1% |