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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 | $239,044 | $77,472+208.6% | $100,415+138.1% | $80,959+195.3% |
| Participation rate | 51.5% | 76.9%-25.4pp | 81.5%-30.0pp | 67.7%-16.2pp |
| Annual return | 13.68% | 37.26%-23.6pp | 49.47%-35.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,992 | $6,818-26.8% | $8,091-38.3% | $4,300+16.1% |
| Admin fee / account holder | $8,377 | $5,885+42.3% | $7,906+6.0% | $6,925+21.0% |