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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 | $163,478 | $86,940+88.0% | $102,434+59.6% | $80,935+102.0% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.7%-14.9pp |
| Annual return | 19.52% | 18.89%+0.6pp | 29.46%-9.9pp | 35.66%-16.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,047 | $4,121-1.8% | $5,055-19.9% | $4,299-5.9% |
| Admin fee / account holder | $420 | $8,047-94.8% | $9,462-95.6% | $6,924-93.9% |