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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 | $95,404+57.7% | $113,397+32.7% | $82,637+82.1% |
| Participation rate | 59.5% | 72.8%-13.4pp | 76.5%-17.0pp | 68.1%-8.6pp |
| Annual return | 14.48% | 19.08%-4.6pp | 23.20%-8.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,133 | $4,220-2.0% | $5,076-18.6% | $4,126+0.2% |
| Admin fee / account holder | $1,731 | $9,168-81.1% | $11,957-85.5% | $7,339-76.4% |