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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 | $148,109 | $106,749+38.7% | $145,433+1.8% | $82,448+79.6% |
| Participation rate | 35.7% | 75.6%-39.9pp | 82.1%-46.4pp | 68.1%-32.4pp |
| Annual return | 28.14% | 27.59%+0.5pp | 66.58%-38.4pp | 41.64%-13.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,026 | $6,519-38.2% | $7,897-49.0% | $4,139-2.7% |
| Admin fee / account holder | $550 | $8,390-93.4% | $13,129-95.8% | $7,234-92.4% |