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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 | $162,931 | $76,834+112.1% | $108,359+50.4% | $87,485+86.2% |
| Participation rate | 30.4% | 61.7%-31.3pp | 70.1%-39.7pp | 68.9%-38.5pp |
| Annual return | 14.64% | 19.09%-4.4pp | 36.89%-22.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,929 | $3,100-37.8% | $4,137-53.4% | $4,274-54.9% |
| Admin fee / account holder | $5,742 | $6,537-12.2% | $9,741-41.0% | $7,775-26.1% |