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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 | $98,951 | $109,359-9.5% | $162,177-39.0% | $72,975+35.6% |
| Participation rate | 52.8% | 84.3%-31.5pp | 87.6%-34.8pp | 69.5%-16.7pp |
| Annual return | 26.87% | 25.46%+1.4pp | 115.60%-88.7pp | 81.01%-54.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,619 | $5,481-15.7% | $7,297-36.7% | $3,608+28.0% |
| Admin fee / account holder | $1,882 | $7,972-76.4% | $10,843-82.6% | $5,124-63.3% |