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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 | $156,930 | $81,504+92.5% | $102,437+53.2% | $80,959+93.8% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 18.52% | 25.60%-7.1pp | 24.95%-6.4pp | 35.67%-17.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,418 | $3,871+14.2% | $5,060-12.7% | $4,300+2.7% |
| Admin fee / account holder | $11,876 | $6,719+76.7% | $8,388+41.6% | $6,925+71.5% |