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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 | $86,550 | $101,798-15.0% | $165,071-47.6% | $80,935+6.9% |
| Participation rate | 48.3% | 71.8%-23.6pp | 78.6%-30.3pp | 67.7%-19.4pp |
| Annual return | 17.76% | 16.73%+1.0pp | 70.17%-52.4pp | 35.66%-17.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,399 | $4,476+154.6% | $6,035+88.9% | $4,299+165.1% |
| Admin fee / account holder | $4,229 | $8,221-48.6% | $12,695-66.7% | $6,924-38.9% |