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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 | $89,644 | $106,524-15.8% | $152,301-41.1% | $87,485+2.5% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.4%-37.0pp | 68.9%-23.5pp |
| Annual return | 14.83% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,631 | $6,525-29.0% | $8,004-42.1% | $4,274+8.4% |
| Admin fee / account holder | $4,461 | $8,287-46.2% | $14,398-69.0% | $7,775-42.6% |