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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 | $117,860 | $213,785-44.9% | $185,441-36.4% | $155,188-24.1% |
| Participation rate | 52.6% | 83.2%-30.6pp | 80.3%-27.6pp | 80.8%-28.2pp |
| Annual return | 25.71% | 19.97%+5.7pp | 20.16%+5.5pp | 148.84%-123.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,455 | $6,864-64.2% | $6,152-60.1% | $6,531-62.4% |
| Admin fee / account holder | $13,987 | $21,134-33.8% | $17,890-21.8% | $14,480-3.4% |