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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 | $123,634 | $65,712+88.1% | $57,196+116.2% | $273,972-54.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 7.97% | 22.01%-14.0pp | 14.59%-6.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,314 | $3,782-12.4% | $3,096+7.0% | $5,287-37.3% |
| Admin fee / account holder | $1,730 | $4,838-64.2% | $3,141-44.9% | $10,133-82.9% |