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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 | $140,634 | $93,598+50.3% | $135,974+3.4% | $75,173+87.1% |
| Participation rate | 38.7% | 75.2%-36.5pp | 81.9%-43.2pp | 67.2%-28.5pp |
| Annual return | 17.28% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,631 | $6,405-27.7% | $7,760-40.3% | $4,126+12.2% |
| Admin fee / account holder | $13,407 | $6,978+92.1% | $10,767+24.5% | $5,651+137.3% |