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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 | $157,666 | $108,825+44.9% | $156,181+1.0% | $82,448+91.2% |
| Participation rate | 36.9% | 72.4%-35.5pp | 78.8%-41.9pp | 68.1%-31.2pp |
| Annual return | 14.78% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,204 | $4,577+13.7% | $6,132-15.1% | $4,139+25.7% |
| Admin fee / account holder | $1,133 | $9,341-87.9% | $14,586-92.2% | $7,234-84.3% |