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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 | $134,692 | $81,262+65.8% | $155,602-13.4% | $80,911+66.5% |
| Participation rate | 31.8% | 66.2%-34.4pp | 78.2%-46.4pp | 67.6%-35.8pp |
| Annual return | 11.71% | 33.34%-21.6pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,129 | $3,451-38.3% | $5,629-62.2% | $4,297-50.5% |
| Admin fee / account holder | $12,179 | $7,992+52.4% | $15,923-23.5% | $6,935+75.6% |