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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 | $143,969-18.9% | $199,883-41.6% | $82,637+41.3% |
| Participation rate | 20.8% | 84.1%-63.3pp | 86.8%-65.9pp | 68.1%-47.2pp |
| Annual return | 18.55% | 25.67%-7.1pp | 43.81%-25.3pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,292 | $6,937-38.1% | $9,138-53.0% | $4,126+4.0% |
| Admin fee / account holder | $7,535 | $14,597-48.4% | $17,268-56.4% | $7,339+2.7% |