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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 | $115,002 | $138,393-16.9% | $184,256-37.6% | $80,959+42.1% |
| Participation rate | 34.6% | 83.9%-49.3pp | 86.8%-52.2pp | 67.7%-33.1pp |
| Annual return | 16.34% | 20.01%-3.7pp | 28.85%-12.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,536 | $7,076-35.9% | $9,133-50.3% | $4,300+5.5% |
| Admin fee / account holder | $1,520 | $10,489-85.5% | $13,899-89.1% | $6,925-78.1% |