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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 | $158,418 | $59,839+164.7% | $81,991+93.2% | $79,852+98.4% |
| Participation rate | 32.1% | 61.6%-29.5pp | 69.3%-37.1pp | 69.6%-37.5pp |
| Annual return | 25.63% | 17.56%+8.1pp | 41.31%-15.7pp | 31.72%-6.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,685 | $2,695-37.5% | $3,722-54.7% | $3,740-54.9% |
| Admin fee / account holder | $963 | $4,287-77.5% | $5,665-83.0% | $5,306-81.9% |