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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 | $96,762 | $72,012+34.4% | $185,827-47.9% | $79,858+21.2% |
| Participation rate | 49.2% | 65.8%-16.6pp | 78.0%-28.9pp | 69.6%-20.5pp |
| Annual return | 16.51% | 23.12%-6.6pp | 35.96%-19.4pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,014 | $3,779-20.2% | $5,633-46.5% | $3,740-19.4% |
| Admin fee / account holder | $2,143 | $4,513-52.5% | $9,502-77.4% | $5,306-59.6% |