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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 | $91,223 | $106,524-14.4% | $152,301-40.1% | $87,485+4.3% |
| Participation rate | 55.9% | 75.8%-19.8pp | 82.4%-26.5pp | 68.9%-13.0pp |
| Annual return | 25.19% | 26.89%-1.7pp | 80.50%-55.3pp | 26.06%-0.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,763 | $6,525+34.3% | $8,004+9.5% | $4,274+105.1% |
| Admin fee / account holder | $8,074 | $8,287-2.6% | $14,398-43.9% | $7,775+3.8% |