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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 | $78,842 | $109,359-27.9% | $162,177-51.4% | $72,975+8.0% |
| Participation rate | 54.4% | 84.3%-29.9pp | 87.6%-33.2pp | 69.5%-15.1pp |
| Annual return | 26.89% | 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 | $5,575 | $5,481+1.7% | $7,297-23.6% | $3,608+54.5% |
| Admin fee / account holder | $1,015 | $7,972-87.3% | $10,843-90.6% | $5,124-80.2% |