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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 | $96,565 | $65,395+47.7% | $182,558-47.1% | $72,976+32.3% |
| Participation rate | 45.2% | 65.4%-20.2pp | 78.0%-32.7pp | 69.5%-24.3pp |
| Annual return | 25.62% | 27.68%-2.1pp | 148.59%-123.0pp | 81.02%-55.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,457 | $3,563-31.0% | $5,526-55.5% | $3,608-31.9% |
| Admin fee / account holder | $7,429 | $4,245+75.0% | $8,594-13.6% | $5,124+45.0% |