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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 | $159,260 | $117,846+35.1% | $102,434+55.5% | $145,884+9.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 11.81% | 31.90%-20.1pp | 29.46%-17.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,680 | $5,733-0.9% | $5,055+12.4% | $6,690-15.1% |
| Admin fee / account holder | $11,271 | $13,356-15.6% | $9,462+19.1% | $13,392-15.8% |