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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 | $193,676 | $95,404+103.0% | $113,397+70.8% | $82,637+134.4% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 17.97% | 19.08%-1.1pp | 23.20%-5.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,671 | $4,220-13.0% | $5,076-27.7% | $4,126-11.0% |
| Admin fee / account holder | $5,475 | $9,168-40.3% | $11,957-54.2% | $7,339-25.4% |