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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 | $144,612 | $87,166+65.9% | $76,735+88.5% | $137,256+5.4% |
| Participation rate | 52.9% | 74.4%-21.4pp | 69.5%-16.6pp | 80.0%-27.0pp |
| Annual return | 11.54% | 26.50%-15.0pp | 29.77%-18.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,401 | $4,726-28.0% | $4,088-16.8% | $6,407-46.9% |
| Admin fee / account holder | $379 | $8,403-95.5% | $7,189-94.7% | $12,270-96.9% |