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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 | $153,303 | $86,940+76.3% | $102,434+49.7% | $80,935+89.4% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 19.37% | 18.89%+0.5pp | 29.46%-10.1pp | 35.66%-16.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,691 | $4,121-34.7% | $5,055-46.8% | $4,299-37.4% |
| Admin fee / account holder | $1,560 | $8,047-80.6% | $9,462-83.5% | $6,924-77.5% |