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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 | $136,246 | $93,064+46.4% | $74,577+82.7% | $273,972-50.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 8.62% | 26.18%-17.6pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,534 | $4,160+129.2% | $3,458+175.7% | $5,287+80.3% |
| Admin fee / account holder | $8,148 | $5,273+54.5% | $4,138+96.9% | $10,133-19.6% |