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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 | $148,626 | $78,682+88.9% | $109,188+36.1% | $85,851+73.1% |
| Participation rate | 64.5% | 68.3%-3.8pp | 75.9%-11.4pp | 69.3%-4.8pp |
| Annual return | 27.46% | 25.09%+2.4pp | 25.76%+1.7pp | 318.63%-291.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,987 | $3,468-42.7% | $4,654-57.3% | $3,952-49.7% |
| Admin fee / account holder | $470 | $5,470-91.4% | $6,755-93.0% | $6,261-92.5% |