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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 | $157,406 | $67,602+132.8% | $82,312+91.2% | $70,126+124.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 21.32% | 21.57%-0.3pp | 25.88%-4.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,158 | $2,987+139.6% | $3,706+93.1% | $3,332+114.8% |
| Admin fee / account holder | $4,984 | $4,512+10.5% | $5,608-11.1% | $4,645+7.3% |