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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 | $91,093 | $97,550-6.6% | $120,344-24.3% | $87,485+4.1% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.7%-18.1pp | 68.9%-10.3pp |
| Annual return | 12.34% | 18.41%-6.1pp | 20.30%-8.0pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,133 | $4,230-49.6% | $5,135-58.5% | $4,274-50.1% |
| Admin fee / account holder | $5,249 | $9,543-45.0% | $12,742-58.8% | $7,775-32.5% |