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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 | $189,466 | $81,457+132.6% | $103,378+83.3% | $80,911+134.2% |
| Participation rate | 30.5% | 66.8%-36.4pp | 74.5%-44.0pp | 67.6%-37.2pp |
| Annual return | 14.09% | 25.58%-11.5pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,606 | $3,871+44.8% | $5,058+10.8% | $4,297+30.5% |
| Admin fee / account holder | $4,297 | $6,717-36.0% | $8,401-48.8% | $6,935-38.0% |