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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 | $102,664 | $90,400+13.6% | $186,193-44.9% | $87,485+17.4% |
| Participation rate | 44.8% | 66.2%-21.4pp | 77.1%-32.3pp | 68.9%-24.1pp |
| Annual return | 15.07% | 22.15%-7.1pp | 78.03%-63.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,595 | $4,330-63.2% | $6,513-75.5% | $4,274-62.7% |
| Admin fee / account holder | $1,633 | $8,673-81.2% | $11,058-85.2% | $7,775-79.0% |