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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 | $89,223 | $91,760-2.8% | $156,181-42.9% | $67,986+31.2% |
| Participation rate | 55.6% | 65.0%-9.5pp | 78.8%-23.3pp | 57.2%-1.7pp |
| Annual return | 16.33% | 18.14%-1.8pp | 64.87%-48.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,819 | $3,960+97.4% | $6,132+27.5% | $3,358+132.9% |
| Admin fee / account holder | $6,894 | $3,949+74.6% | $14,586-52.7% | $3,203+115.2% |