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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 | $103,733 | $138,386-25.0% | $184,260-43.7% | $80,935+28.2% |
| Participation rate | 27.3% | 83.9%-56.6pp | 86.8%-59.6pp | 67.7%-40.4pp |
| Annual return | 16.62% | 20.02%-3.4pp | 28.84%-12.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,445 | $7,076-23.0% | $9,133-40.4% | $4,299+26.6% |
| Admin fee / account holder | $2,812 | $10,489-73.2% | $13,898-79.8% | $6,924-59.4% |