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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 | $81,469 | $93,617-13.0% | $135,982-40.1% | $75,177+8.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 16.34% | 30.89%-14.5pp | 68.32%-52.0pp | 160.75%-144.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,863 | $6,406-39.7% | $7,760-50.2% | $4,126-6.4% |
| Admin fee / account holder | $9,044 | $6,980+29.6% | $10,767-16.0% | $5,651+60.0% |