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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 | $172,978 | $101,798+69.9% | $165,071+4.8% | $80,935+113.7% |
| Participation rate | 56.8% | 71.8%-15.1pp | 78.6%-21.9pp | 67.7%-10.9pp |
| Annual return | 15.01% | 16.73%-1.7pp | 70.17%-55.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,642 | $4,476-41.0% | $6,035-56.2% | $4,299-38.5% |
| Admin fee / account holder | $1,527 | $8,221-81.4% | $12,695-88.0% | $6,924-77.9% |