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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 | $194,881 | $167,415+16.4% | $140,514+38.7% | $198,609-1.9% |
| Participation rate | 45.5% | 80.9%-35.4pp | 77.8%-32.3pp | 82.4%-36.9pp |
| Annual return | 17.56% | 13.85%+3.7pp | 14.36%+3.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,367 | $5,579-57.6% | $4,919-51.9% | $6,977-66.1% |
| Admin fee / account holder | $572 | $16,730-96.6% | $13,697-95.8% | $19,030-97.0% |