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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 | $236,542 | $100,970+134.3% | $96,576+144.9% | $137,256+72.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 21.89% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,698 | $8,286+65.3% | $7,956+72.2% | $6,407+113.8% |
| Admin fee / account holder | $1,932 | $11,312-82.9% | $11,381-83.0% | $12,270-84.3% |