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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 | $84,918 | $138,393-38.6% | $184,256-53.9% | $80,959+4.9% |
| Participation rate | 52.1% | 83.9%-31.8pp | 86.8%-34.7pp | 67.7%-15.5pp |
| Annual return | 29.89% | 20.01%+9.9pp | 28.85%+1.0pp | 35.67%-5.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,625 | $7,076+50.1% | $9,133+16.3% | $4,300+147.1% |
| Admin fee / account holder | $7,251 | $10,489-30.9% | $13,899-47.8% | $6,925+4.7% |