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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 | $152,788 | $78,670+94.2% | $109,173+40.0% | $85,847+78.0% |
| Participation rate | 39.0% | 68.3%-29.3pp | 75.9%-36.9pp | 69.3%-30.3pp |
| Annual return | 21.12% | 25.09%-4.0pp | 25.75%-4.6pp | 318.61%-297.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,547 | $3,467-26.5% | $4,654-45.3% | $3,952-35.6% |
| Admin fee / account holder | $1,879 | $5,469-65.6% | $6,755-72.2% | $6,261-70.0% |