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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 | $238,052 | $176,786+34.7% | $146,643+62.3% | $167,536+42.1% |
| Participation rate | 52.4% | 83.6%-31.2pp | 80.1%-27.7pp | 82.1%-29.7pp |
| Annual return | 23.11% | 24.04%-0.9pp | 22.75%+0.4pp | 478.82%-455.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,946 | $6,440-23.2% | $5,506-10.2% | $6,342-22.0% |
| Admin fee / account holder | $2,170 | $13,262-83.6% | $10,280-78.9% | $12,315-82.4% |