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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 | $148,704 | $77,814+91.1% | $158,223-6.0% | $86,983+71.0% |
| Participation rate | 42.2% | 68.4%-26.2pp | 79.2%-37.0pp | 69.5%-27.3pp |
| Annual return | 13.57% | 30.54%-17.0pp | 52.09%-38.5pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,616 | $3,270+41.2% | $5,467-15.6% | $4,194+10.1% |
| Admin fee / account holder | $2,172 | $5,879-63.1% | $16,047-86.5% | $7,856-72.3% |