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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 | $117,829 | $145,431-19.0% | $211,142-44.2% | $87,485+34.7% |
| Participation rate | 62.1% | 84.7%-22.7pp | 87.3%-25.2pp | 68.9%-6.9pp |
| Annual return | 16.94% | 27.21%-10.3pp | 46.84%-29.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,922 | $6,859+59.2% | $9,284+17.6% | $4,274+155.6% |
| Admin fee / account holder | $748 | $17,052-95.6% | $19,076-96.1% | $7,775-90.4% |