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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 | $138,385-16.9% | $184,243-37.6% | $80,925+42.1% |
| Participation rate | 34.6% | 83.9%-49.3pp | 86.8%-52.2pp | 67.7%-33.0pp |
| Annual return | 16.34% | 20.02%-3.7pp | 28.82%-12.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,536 | $7,075-35.9% | $9,132-50.3% | $4,299+5.5% |
| Admin fee / account holder | $1,520 | $10,489-85.5% | $13,914-89.1% | $6,940-78.1% |