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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 | $207,011 | $103,164+100.7% | $90,259+129.4% | $154,746+33.8% |
| Participation rate | 33.3% | 76.1%-42.8pp | 70.7%-37.4pp | 80.7%-47.4pp |
| Annual return | 11.14% | 19.25%-8.1pp | 18.88%-7.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,083 | $4,422-52.9% | $3,827-45.6% | $6,730-69.0% |
| Admin fee / account holder | $650 | $8,593-92.4% | $7,267-91.1% | $14,365-95.5% |