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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 | $223,797 | $95,453+134.5% | $112,040+99.7% | $82,448+171.4% |
| Participation rate | 32.1% | 72.8%-40.6pp | 76.5%-44.3pp | 68.1%-35.9pp |
| Annual return | 20.22% | 23.92%-3.7pp | 24.52%-4.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,198 | $4,224-0.6% | $5,098-17.7% | $4,139+1.4% |
| Admin fee / account holder | $7,377 | $9,013-18.2% | $12,098-39.0% | $7,234+2.0% |