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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 | $193,838 | $124,330+55.9% | $109,173+77.6% | $167,536+15.7% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 28.01% | 26.04%+2.0pp | 25.75%+2.3pp | 478.82%-450.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,769 | $5,256-47.3% | $4,654-40.5% | $6,342-56.3% |
| Admin fee / account holder | $7,600 | $7,974-4.7% | $6,755+12.5% | $12,315-38.3% |