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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 | $95,904-7.0% | $173,730-48.6% | $64,340+38.7% |
| Participation rate | 55.6% | 60.6%-5.1pp | 79.6%-24.0pp | 55.2%+0.3pp |
| Annual return | 16.33% | 17.47%-1.1pp | 19.96%-3.6pp | 24.14%-7.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $7,819 | $3,488+124.2% | $6,326+23.6% | $2,980+162.4% |
| Admin fee / account holder | $6,894 | $5,089+35.5% | $17,523-60.7% | $3,703+86.2% |