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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 | $246,158 | $114,712+114.6% | $173,730+41.7% | $87,485+181.4% |
| Participation rate | 44.1% | 73.0%-28.9pp | 79.6%-35.5pp | 68.9%-24.8pp |
| Annual return | 27.39% | 20.18%+7.2pp | 19.96%+7.4pp | 26.06%+1.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,456 | $4,642+60.6% | $6,326+17.9% | $4,274+74.5% |
| Admin fee / account holder | $7,250 | $10,210-29.0% | $17,523-58.6% | $7,775-6.8% |