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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 | $147,521 | $146,267+0.9% | $197,124-25.2% | $82,448+78.9% |
| Participation rate | 58.1% | 84.0%-26.0pp | 86.7%-28.6pp | 68.1%-10.0pp |
| Annual return | 13.88% | 29.61%-15.7pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,324 | $7,035-38.5% | $9,135-52.7% | $4,139+4.5% |
| Admin fee / account holder | $8,493 | $14,422-41.1% | $16,298-47.9% | $7,234+17.4% |