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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 | $93,444 | $146,267-36.1% | $197,124-52.6% | $82,448+13.3% |
| Participation rate | 52.3% | 84.0%-31.7pp | 86.7%-34.4pp | 68.1%-15.8pp |
| Annual return | 13.36% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,240 | $7,035-53.9% | $9,135-64.5% | $4,139-21.7% |
| Admin fee / account holder | $9,052 | $14,422-37.2% | $16,298-44.5% | $7,234+25.1% |