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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 | $156,100 | $106,524+46.5% | $152,301+2.5% | $87,485+78.4% |
| Participation rate | 56.5% | 75.8%-19.2pp | 82.4%-25.9pp | 68.9%-12.4pp |
| Annual return | 20.04% | 26.89%-6.8pp | 80.50%-60.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,079 | $6,525-22.2% | $8,004-36.5% | $4,274+18.8% |
| Admin fee / account holder | $7,232 | $8,287-12.7% | $14,398-49.8% | $7,775-7.0% |