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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 | $115,632 | $143,969-19.7% | $199,883-42.1% | $82,637+39.9% |
| Participation rate | 48.1% | 84.1%-36.0pp | 86.8%-38.6pp | 68.1%-19.9pp |
| Annual return | 18.05% | 25.67%-7.6pp | 43.81%-25.8pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,958 | $6,937-14.1% | $9,138-34.8% | $4,126+44.4% |
| Admin fee / account holder | $16,641 | $14,597+14.0% | $17,268-3.6% | $7,339+126.8% |