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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 | $198,504 | $95,453+108.0% | $112,040+77.2% | $82,448+140.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 16.71% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,244 | $4,224+24.2% | $5,098+2.9% | $4,139+26.7% |
| Admin fee / account holder | $548 | $9,013-93.9% | $12,098-95.5% | $7,234-92.4% |