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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 | $203,058 | $107,733+88.5% | $92,985+118.4% | $154,746+31.2% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 15.46% | 30.39%-14.9pp | 27.99%-12.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,561 | $5,053-29.5% | $4,377-18.6% | $6,730-47.1% |
| Admin fee / account holder | $7,429 | $11,369-34.7% | $9,463-21.5% | $14,365-48.3% |