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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 | $164,794 | $68,880+139.2% | $120,580+36.7% | $80,959+103.6% |
| Participation rate | 58.2% | 61.7%-3.5pp | 72.0%-13.8pp | 67.7%-9.5pp |
| Annual return | 15.30% | 23.68%-8.4pp | 107.48%-92.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,881 | $3,191+178.4% | $4,995+77.8% | $4,300+106.5% |
| Admin fee / account holder | $10,941 | $5,785+89.1% | $9,418+16.2% | $6,925+58.0% |