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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 | $76,834+74.9% | $108,359+24.0% | $87,485+53.6% |
| Participation rate | 37.5% | 61.7%-24.2pp | 70.1%-32.6pp | 68.9%-31.4pp |
| Annual return | 12.04% | 19.09%-7.0pp | 36.89%-24.8pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,653 | $3,100-46.7% | $4,137-60.0% | $4,274-61.3% |
| Admin fee / account holder | $5,524 | $6,537-15.5% | $9,741-43.3% | $7,775-29.0% |