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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 | $88,442 | $146,267-39.5% | $197,124-55.1% | $82,448+7.3% |
| Participation rate | 69.0% | 84.0%-15.0pp | 86.7%-17.7pp | 68.1%+1.0pp |
| Annual return | 25.79% | 29.61%-3.8pp | 44.34%-18.6pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $24,793 | $7,035+252.4% | $9,135+171.4% | $4,139+499.0% |
| Admin fee / account holder | $10,305 | $14,422-28.5% | $16,298-36.8% | $7,234+42.4% |