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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 | $164,265 | $63,365+159.2% | $91,994+78.6% | $72,976+125.1% |
| Participation rate | 44.4% | 72.5%-28.1pp | 78.6%-34.2pp | 69.5%-25.0pp |
| Annual return | 23.17% | 35.35%-12.2pp | 69.04%-45.9pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,433 | $4,883-50.2% | $5,924-58.9% | $3,608-32.6% |
| Admin fee / account holder | $313 | $4,670-93.3% | $7,744-96.0% | $5,124-93.9% |