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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 | $154,841 | $101,795+52.1% | $165,100-6.2% | $80,959+91.3% |
| Participation rate | 42.3% | 71.8%-29.5pp | 78.6%-36.3pp | 67.7%-25.4pp |
| Annual return | 16.50% | 16.73%-0.2pp | 70.21%-53.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,088 | $4,476+58.4% | $6,035+17.4% | $4,300+64.8% |
| Admin fee / account holder | $4,762 | $8,221-42.1% | $12,696-62.5% | $6,925-31.2% |