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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 | $150,453 | $95,453+57.6% | $112,040+34.3% | $82,448+82.5% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.5%-17.0pp | 68.1%-8.6pp |
| Annual return | 14.48% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,133 | $4,224-2.1% | $5,098-18.9% | $4,139-0.1% |
| Admin fee / account holder | $1,731 | $9,013-80.8% | $12,098-85.7% | $7,234-76.1% |