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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 | $149,126 | $112,729+32.3% | $98,716+51.1% | $137,256+8.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 14.68% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,838 | $4,640-38.8% | $4,048-29.9% | $6,407-55.7% |
| Admin fee / account holder | $1,640 | $10,129-83.8% | $8,703-81.2% | $12,270-86.6% |