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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 | $171,184 | $77,920+119.7% | $149,723+14.3% | $75,177+127.7% |
| Participation rate | 45.2% | 65.6%-20.4pp | 78.8%-33.6pp | 67.2%-22.0pp |
| Annual return | 14.61% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,998 | $3,411-41.4% | $5,682-64.8% | $4,126-51.6% |
| Admin fee / account holder | $8,599 | $5,951+44.5% | $13,215-34.9% | $5,651+52.2% |