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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 | $84,953+91.3% | $163,379-0.5% | $82,637+96.7% |
| Participation rate | 60.0% | 65.9%-5.9pp | 76.8%-16.8pp | 68.1%-8.1pp |
| Annual return | 18.02% | 23.07%-5.1pp | 63.41%-45.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,281 | $4,326-1.0% | $6,282-31.8% | $4,126+3.8% |
| Admin fee / account holder | $1,883 | $7,921-76.2% | $9,818-80.8% | $7,339-74.3% |