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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 | $165,593 | $126,661+30.7% | $113,397+46.0% | $138,895+19.2% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 14.61% | 25.05%-10.4pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,047 | $5,693-46.5% | $5,076-40.0% | $6,396-52.4% |
| Admin fee / account holder | $22,826 | $14,549+56.9% | $11,957+90.9% | $12,562+81.7% |