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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 | $147,790 | $86,940+70.0% | $102,434+44.3% | $80,935+82.6% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.7%-22.7pp |
| Annual return | 18.51% | 18.89%-0.4pp | 29.46%-11.0pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,059 | $4,121-50.0% | $5,055-59.3% | $4,299-52.1% |
| Admin fee / account holder | $14,895 | $8,047+85.1% | $9,462+57.4% | $6,924+115.1% |