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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 | $131,863 | $101,798+29.5% | $165,071-20.1% | $80,935+62.9% |
| Participation rate | 33.7% | 71.8%-38.1pp | 78.6%-44.9pp | 67.7%-33.9pp |
| Annual return | 14.05% | 16.73%-2.7pp | 70.17%-56.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,444 | $4,476-45.4% | $6,035-59.5% | $4,299-43.2% |
| Admin fee / account holder | $1,438 | $8,221-82.5% | $12,695-88.7% | $6,924-79.2% |