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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 | $163,484 | $161,352+1.3% | $134,172+21.8% | $137,256+19.1% |
| Participation rate | 28.6% | 78.3%-49.7pp | 72.5%-43.9pp | 80.0%-51.4pp |
| Annual return | 16.69% | 28.72%-12.0pp | 25.30%-8.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,825 | $5,552-67.1% | $4,690-61.1% | $6,407-71.5% |
| Admin fee / account holder | $3,528 | $15,028-76.5% | $12,016-70.6% | $12,270-71.2% |