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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 | $161,469 | $141,001+14.5% | $112,228+43.9% | $139,487+15.8% |
| Participation rate | 37.5% | 79.2%-41.7pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 25.69% | 32.75%-7.1pp | 30.23%-4.5pp | 373.84%-348.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,599 | $5,877-72.8% | $4,800-66.7% | $6,713-76.2% |
| Admin fee / account holder | $3,759 | $9,959-62.3% | $7,752-51.5% | $11,407-67.0% |