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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 | $86,409 | $125,797-31.3% | $170,043-49.2% | $75,173+14.9% |
| Participation rate | 53.7% | 83.6%-29.9pp | 87.0%-33.3pp | 67.2%-13.5pp |
| Annual return | 17.62% | 27.20%-9.6pp | 53.40%-35.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,532 | $6,838-48.3% | $10,410-66.1% | $4,126-14.4% |
| Admin fee / account holder | $4,767 | $8,177-41.7% | $12,824-62.8% | $5,651-15.6% |