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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 | $81,476+92.6% | $102,383+53.3% | $80,925+93.9% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 18.52% | 25.59%-7.1pp | 24.94%-6.4pp | 35.65%-17.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,418 | $3,871+14.1% | $5,060-12.7% | $4,299+2.8% |
| Admin fee / account holder | $11,876 | $6,717+76.8% | $8,391+41.5% | $6,940+71.1% |