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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 | $124,425+35.6% | $112,040+50.5% | $137,256+22.9% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 14.47% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,457 | $5,718+65.4% | $5,098+85.5% | $6,407+47.6% |
| Admin fee / account holder | $38,478 | $15,207+153.0% | $12,098+218.1% | $12,270+213.6% |