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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 | $138,366-25.0% | $184,185-43.7% | $80,911+28.2% |
| Participation rate | 27.3% | 83.9%-56.6pp | 86.8%-59.6pp | 67.6%-40.4pp |
| Annual return | 16.62% | 20.02%-3.4pp | 28.81%-12.2pp | 35.63%-19.0pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,445 | $7,074-23.0% | $9,132-40.4% | $4,297+26.7% |
| Admin fee / account holder | $2,812 | $10,484-73.2% | $13,909-79.8% | $6,935-59.5% |