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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 | $103,472 | $106,749-3.1% | $145,433-28.9% | $82,448+25.5% |
| Participation rate | 30.2% | 75.6%-45.4pp | 82.1%-51.9pp | 68.1%-37.8pp |
| Annual return | 14.65% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,450 | $6,519-47.1% | $7,897-56.3% | $4,139-16.7% |
| Admin fee / account holder | $8,329 | $8,390-0.7% | $13,129-36.6% | $7,234+15.1% |