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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 | $202,231 | $87,546+131.0% | $75,784+166.8% | $125,389+61.3% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 0.72% | 13.49%-12.8pp | 9.68%-9.0pp | 282.24%-281.5pp |
| Employer contribution / active EE | $4,400 | $3,930+12.0% | $3,323+32.4% | $4,866-9.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $503 | $6,503-92.3% | $5,300-90.5% | $9,541-94.7% |