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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 | $158,683 | $95,404+66.3% | $113,397+39.9% | $82,637+92.0% |
| Participation rate | 38.9% | 72.8%-33.9pp | 76.5%-37.6pp | 68.1%-29.2pp |
| Annual return | 19.72% | 19.08%+0.6pp | 23.20%-3.5pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,526 | $4,220+78.3% | $5,076+48.2% | $4,126+82.4% |
| Admin fee / account holder | $31,073 | $9,168+238.9% | $11,957+159.9% | $7,339+323.4% |