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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 | $119,903 | $93,064+28.8% | $74,577+60.8% | $273,972-56.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 9.48% | 26.18%-16.7pp | 20.47%-11.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,475 | $4,160+55.6% | $3,458+87.2% | $5,287+22.5% |
| Admin fee / account holder | $10,352 | $5,273+96.3% | $4,138+150.2% | $10,133+2.2% |