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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 | $168,665 | $136,860+23.2% | $120,344+40.2% | $154,746+9.0% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 14.47% | 21.38%-6.9pp | 20.30%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,457 | $5,793+63.2% | $5,135+84.2% | $6,730+40.5% |
| Admin fee / account holder | $38,478 | $15,393+150.0% | $12,742+202.0% | $14,365+167.9% |