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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 | $85,377 | $63,456+34.5% | $100,712-15.2% | $64,097+33.2% |
| Participation rate | 0.0% | 49.7%-49.7pp | 69.3%-69.3pp | 55.2%-55.2pp |
| Annual return | 14.42% | 19.65%-5.2pp | 33.27%-18.9pp | 34.64%-20.2pp |
| Employer contribution / active EE | $186 | $1,003-81.4% | $2,313-91.9% | $1,891-90.1% |
| Participant deferral / active EE | $1,351 | $2,463-45.2% | $4,085-66.9% | $3,080-56.1% |
| Admin fee / account holder | $5,579 | $4,808+16.0% | $9,256-39.7% | $3,454+61.5% |