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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 | $77,574+73.2% | $108,753+23.5% | $86,983+54.5% |
| Participation rate | 37.5% | 62.3%-24.8pp | 71.1%-33.6pp | 69.5%-32.0pp |
| Annual return | 12.04% | 18.42%-6.4pp | 37.47%-25.4pp | 25.83%-13.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,653 | $3,128-47.2% | $4,115-59.8% | $4,194-60.6% |
| Admin fee / account holder | $5,524 | $6,529-15.4% | $10,320-46.5% | $7,856-29.7% |