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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 | $143,969-38.6% | $199,883-55.8% | $82,637+7.0% |
| Participation rate | 69.0% | 84.1%-15.1pp | 86.8%-17.7pp | 68.1%+1.0pp |
| Annual return | 25.79% | 25.67%+0.1pp | 43.81%-18.0pp | 53.51%-27.7pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $24,793 | $6,937+257.4% | $9,138+171.3% | $4,126+500.9% |
| Admin fee / account holder | $10,305 | $14,597-29.4% | $17,268-40.3% | $7,339+40.4% |