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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 | $194,711 | $87,059+123.7% | $105,608+84.4% | $80,925+140.6% |
| Participation rate | 6.3% | 70.4%-64.2pp | 75.3%-69.0pp | 67.7%-61.4pp |
| Annual return | 11.55% | 17.05%-5.5pp | 116.50%-104.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,048 | $8,443-75.7% | $11,028-81.4% | $6,940-70.5% |