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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 | $89,500 | $65,395+36.9% | $182,540-51.0% | $72,975+22.6% |
| Participation rate | 55.6% | 65.4%-9.9pp | 78.0%-22.4pp | 69.5%-13.9pp |
| Annual return | 27.13% | 27.68%-0.5pp | 148.58%-121.4pp | 81.01%-53.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,967 | $3,563+67.5% | $5,525+8.0% | $3,608+65.4% |
| Admin fee / account holder | $1,931 | $4,245-54.5% | $8,593-77.5% | $5,124-62.3% |