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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 | $103,209 | $90,400+14.2% | $186,193-44.6% | $87,485+18.0% |
| Participation rate | 35.5% | 66.2%-30.7pp | 77.1%-41.6pp | 68.9%-33.4pp |
| Annual return | 15.49% | 22.15%-6.7pp | 78.03%-62.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,284 | $4,330-1.1% | $6,513-34.2% | $4,274+0.2% |
| Admin fee / account holder | $884 | $8,673-89.8% | $11,058-92.0% | $7,775-88.6% |