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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 | $109,782+48.1% | $260,467-37.6% | $94,015+72.9% |
| Participation rate | 60.0% | 67.2%-7.2pp | 80.5%-20.5pp | 70.8%-10.8pp |
| Annual return | 18.02% | 18.60%-0.6pp | 100.60%-82.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,281 | $4,044+5.9% | $6,319-32.3% | $4,249+0.7% |
| Admin fee / account holder | $1,883 | $11,958-84.3% | $15,461-87.8% | $8,951-79.0% |