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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 | $116,800 | $145,431-19.7% | $211,142-44.7% | $87,485+33.5% |
| Participation rate | 20.8% | 84.7%-63.9pp | 87.3%-66.5pp | 68.9%-48.1pp |
| Annual return | 18.55% | 27.21%-8.7pp | 46.84%-28.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,292 | $6,859-37.4% | $9,284-53.8% | $4,274+0.4% |
| Admin fee / account holder | $7,535 | $17,052-55.8% | $19,076-60.5% | $7,775-3.1% |