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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 | $145,431-35.7% | $211,142-55.7% | $87,485+6.8% |
| Participation rate | 52.3% | 84.7%-32.5pp | 87.3%-35.0pp | 68.9%-16.7pp |
| Annual return | 13.36% | 27.21%-13.9pp | 46.84%-33.5pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,240 | $6,859-52.8% | $9,284-65.1% | $4,274-24.2% |
| Admin fee / account holder | $9,052 | $17,052-46.9% | $19,076-52.5% | $7,775+16.4% |