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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 | $150,246 | $101,795+47.6% | $165,100-9.0% | $80,959+85.6% |
| Participation rate | 41.2% | 71.8%-30.7pp | 78.6%-37.4pp | 67.7%-26.5pp |
| Annual return | 17.48% | 16.73%+0.7pp | 70.21%-52.7pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,356 | $4,476-2.7% | $6,035-27.8% | $4,300+1.3% |
| Admin fee / account holder | $9,610 | $8,221+16.9% | $12,696-24.3% | $6,925+38.8% |