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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 | $180,177 | $76,564+135.3% | $105,582+70.7% | $94,015+91.6% |
| Participation rate | 37.0% | 65.2%-28.1pp | 71.8%-34.7pp | 70.8%-33.8pp |
| Annual return | 12.00% | 20.69%-8.7pp | 18.61%-6.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,376 | $3,320-28.4% | $4,353-45.4% | $4,249-44.1% |
| Admin fee / account holder | $54,440 | $7,129+663.7% | $12,856+323.5% | $8,951+508.2% |