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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 | $136,844 | $93,064+47.0% | $74,577+83.5% | $273,972-50.1% |
| Participation rate | 31.3% | 74.9%-43.7pp | 68.1%-36.9pp | 83.0%-51.8pp |
| Annual return | 12.15% | 26.18%-14.0pp | 20.47%-8.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,895 | $4,160-54.5% | $3,458-45.2% | $5,287-64.2% |
| Admin fee / account holder | $16,289 | $5,273+208.9% | $4,138+293.6% | $10,133+60.8% |