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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 | $228,285 | $88,672+157.4% | $105,223+117.0% | $82,448+176.9% |
| Participation rate | 39.5% | 67.9%-28.4pp | 75.0%-35.5pp | 68.1%-28.5pp |
| Annual return | 15.81% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,355 | $4,036+7.9% | $5,072-14.1% | $4,139+5.2% |
| Admin fee / account holder | $6,567 | $7,146-8.1% | $8,859-25.9% | $7,234-9.2% |