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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 | $161,858 | $106,749+51.6% | $145,433+11.3% | $82,448+96.3% |
| Participation rate | 63.3% | 75.6%-12.4pp | 82.1%-18.9pp | 68.1%-4.8pp |
| Annual return | 14.43% | 27.59%-13.2pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,837 | $6,519+4.9% | $7,897-13.4% | $4,139+65.2% |
| Admin fee / account holder | $1,343 | $8,390-84.0% | $13,129-89.8% | $7,234-81.4% |