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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 | $200,823 | $123,155+63.1% | $108,753+84.7% | $155,188+29.4% |
| Participation rate | 55.6% | 75.6%-20.1pp | 71.1%-15.5pp | 80.8%-25.2pp |
| Annual return | 16.11% | 44.73%-28.6pp | 37.47%-21.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,484 | $4,623-24.6% | $4,115-15.3% | $6,531-46.7% |
| Admin fee / account holder | $2,458 | $12,126-79.7% | $10,320-76.2% | $14,480-83.0% |