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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 | $162,533 | $90,400+79.8% | $186,193-12.7% | $87,485+85.8% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.1%-17.1pp | 68.9%-8.9pp |
| Annual return | 18.02% | 22.15%-4.1pp | 78.03%-60.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,281 | $4,330-1.1% | $6,513-34.3% | $4,274+0.2% |
| Admin fee / account holder | $1,883 | $8,673-78.3% | $11,058-83.0% | $7,775-75.8% |