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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 | $134,352 | $83,898+60.1% | $133,346+0.8% | $94,015+42.9% |
| Participation rate | 37.5% | 63.4%-25.9pp | 72.8%-35.3pp | 70.8%-33.3pp |
| Annual return | 12.04% | 16.00%-4.0pp | 36.85%-24.8pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,653 | $3,245-49.0% | $4,332-61.8% | $4,249-61.1% |
| Admin fee / account holder | $5,524 | $7,809-29.3% | $14,264-61.3% | $8,951-38.3% |