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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 | $177,156-7.7% | $147,027+11.2% | $154,746+5.6% |
| Participation rate | 28.6% | 79.4%-50.8pp | 73.7%-45.2pp | 80.7%-52.1pp |
| Annual return | 16.69% | 21.94%-5.2pp | 20.23%-3.5pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,825 | $5,797-68.5% | $4,933-63.0% | $6,730-72.9% |
| Admin fee / account holder | $3,528 | $14,904-76.3% | $12,223-71.1% | $14,365-75.4% |