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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 | $88,382 | $114,712-23.0% | $173,730-49.1% | $87,485+1.0% |
| Participation rate | 65.4% | 73.0%-7.6pp | 79.6%-14.2pp | 68.9%-3.5pp |
| Annual return | 13.87% | 20.18%-6.3pp | 19.96%-6.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,948 | $4,642+28.1% | $6,326-6.0% | $4,274+39.2% |
| Admin fee / account holder | $1,472 | $10,210-85.6% | $17,523-91.6% | $7,775-81.1% |