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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 | $178,671 | $95,453+87.2% | $112,040+59.5% | $82,448+116.7% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.5%-44.5pp | 68.1%-36.1pp |
| Annual return | 15.86% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,623 | $4,224-37.9% | $5,098-48.5% | $4,139-36.6% |
| Admin fee / account holder | $23,708 | $9,013+163.0% | $12,098+96.0% | $7,234+227.7% |