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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 | $196,055 | $161,352+21.5% | $134,172+46.1% | $137,256+42.8% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 12.32% | 28.72%-16.4pp | 25.30%-13.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,136 | $5,552-61.5% | $4,690-54.5% | $6,407-66.7% |
| Admin fee / account holder | $525 | $15,028-96.5% | $12,016-95.6% | $12,270-95.7% |