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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 | $89,705 | $46,534+92.8% | $64,097+40.0% | $75,177+19.3% |
| Participation rate | 33.3% | 65.9%-32.6pp | 72.3%-39.0pp | 67.2%-33.9pp |
| Annual return | 15.30% | 26.07%-10.8pp | 33.75%-18.4pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,901 | $2,835-32.9% | $3,881-51.0% | $4,126-53.9% |
| Admin fee / account holder | $5,238 | $2,957+77.2% | $3,070+70.6% | $5,651-7.3% |