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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 | $71,836 | $52,379+37.1% | $46,225+55.4% | $273,972-73.8% |
| Participation rate | 63.6% | 84.0%-20.3pp | 79.5%-15.9pp | 83.0%-19.4pp |
| Annual return | 7.94% | 7.23%+0.7pp | 7.57%+0.4pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,837 | $4,660+111.1% | $3,776+160.5% | $5,287+86.1% |
| Admin fee / account holder | $11,944 | $4,652+156.7% | $3,519+239.4% | $10,133+17.9% |