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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 | $165,756 | $118,488+39.9% | $98,462+68.3% | $139,487+18.8% |
| Participation rate | 40.0% | 77.5%-37.5pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 18.13% | 18.96%-0.8pp | 21.17%-3.0pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,326 | $5,393-56.9% | $4,738-50.9% | $6,713-65.3% |
| Admin fee / account holder | $1,400 | $13,868-89.9% | $8,875-84.2% | $11,407-87.7% |