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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 | $106,524-2.9% | $152,301-32.1% | $87,485+18.3% |
| Participation rate | 30.2% | 75.8%-45.5pp | 82.4%-52.2pp | 68.9%-38.7pp |
| Annual return | 14.65% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,450 | $6,525-47.1% | $8,004-56.9% | $4,274-19.3% |
| Admin fee / account holder | $8,329 | $8,287+0.5% | $14,398-42.2% | $7,775+7.1% |