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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 | $85,884 | $138,393-37.9% | $184,256-53.4% | $80,959+6.1% |
| Participation rate | 63.3% | 83.9%-20.6pp | 86.8%-23.5pp | 67.7%-4.3pp |
| Annual return | 12.76% | 20.01%-7.3pp | 28.85%-16.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,866 | $7,076+53.5% | $9,133+19.0% | $4,300+152.7% |
| Admin fee / account holder | $3,964 | $10,489-62.2% | $13,899-71.5% | $6,925-42.8% |