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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 | $165,722 | $83,485+98.5% | $125,195+32.4% | $72,976+127.1% |
| Participation rate | 67.4% | 73.3%-5.9pp | 79.8%-12.3pp | 69.5%-2.0pp |
| Annual return | 22.14% | 25.77%-3.6pp | 43.79%-21.7pp | 81.02%-58.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,954 | $3,586+66.0% | $4,937+20.6% | $3,608+65.0% |
| Admin fee / account holder | $2,530 | $5,518-54.2% | $9,704-73.9% | $5,124-50.6% |