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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 | $138,366-37.9% | $184,185-53.4% | $80,911+6.1% |
| Participation rate | 63.3% | 83.9%-20.5pp | 86.8%-23.5pp | 67.6%-4.3pp |
| Annual return | 12.76% | 20.02%-7.3pp | 28.81%-16.1pp | 35.63%-22.9pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,866 | $7,074+53.6% | $9,132+19.0% | $4,297+152.9% |
| Admin fee / account holder | $3,964 | $10,484-62.2% | $13,909-71.5% | $6,935-42.8% |