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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 | $237,497 | $71,208+233.5% | $93,681+153.5% | $80,911+193.5% |
| Participation rate | 48.1% | 60.4%-12.2pp | 68.7%-20.6pp | 67.6%-19.5pp |
| Annual return | 15.22% | 11.27%+3.9pp | 133.47%-118.3pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,408 | $4,035+9.2% | $4,415-0.2% | $4,297+2.6% |
| Admin fee / account holder | $4,020 | $6,951-42.2% | $8,290-51.5% | $6,935-42.0% |