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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 | $198,864 | $101,798+95.4% | $165,071+20.5% | $80,935+145.7% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 15.77% | 16.73%-1.0pp | 70.17%-54.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,575 | $4,476+69.2% | $6,035+25.5% | $4,299+76.2% |
| Admin fee / account holder | $17,309 | $8,221+110.5% | $12,695+36.3% | $6,924+150.0% |