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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 | $136,666 | $86,938+57.2% | $102,423+33.4% | $80,925+68.9% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 13.63% | 18.89%-5.3pp | 29.42%-15.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,632 | $4,120-36.1% | $5,054-47.9% | $4,299-38.8% |
| Admin fee / account holder | $992 | $8,053-87.7% | $9,455-89.5% | $6,940-85.7% |