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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 | $85,019 | $93,598-9.2% | $135,974-37.5% | $75,173+13.1% |
| Participation rate | 37.2% | 75.2%-38.0pp | 81.9%-44.7pp | 67.2%-30.0pp |
| Annual return | 19.42% | 30.89%-11.5pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,429 | $6,405-15.2% | $7,760-30.0% | $4,126+31.6% |
| Admin fee / account holder | $1,168 | $6,978-83.3% | $10,767-89.2% | $5,651-79.3% |