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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 | $90,722 | $106,524-14.8% | $152,301-40.4% | $87,485+3.7% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.4%-33.7pp | 68.9%-20.2pp |
| Annual return | 47.61% | 26.89%+20.7pp | 80.50%-32.9pp | 26.06%+21.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,075 | $6,525+39.1% | $8,004+13.4% | $4,274+112.4% |
| Admin fee / account holder | $8,143 | $8,287-1.7% | $14,398-43.4% | $7,775+4.7% |