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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 | $91,496 | $51,708+76.9% | $106,619-14.2% | $62,881+45.5% |
| Participation rate | 31.7% | 66.9%-35.2pp | 78.0%-46.3pp | 69.3%-37.6pp |
| Annual return | 7.52% | 4.69%+2.8pp | 9.42%-1.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,120 | $2,315-51.6% | $3,930-71.5% | $3,203-65.0% |
| Admin fee / account holder | $3,810 | $3,349+13.8% | $6,418-40.6% | $4,296-11.3% |