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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 | $92,854 | $106,524-12.8% | $152,301-39.0% | $87,485+6.1% |
| Participation rate | 59.7% | 75.8%-16.1pp | 82.4%-22.7pp | 68.9%-9.2pp |
| Annual return | 17.01% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,533 | $6,525+15.5% | $8,004-5.9% | $4,274+76.3% |
| Admin fee / account holder | $8,891 | $8,287+7.3% | $14,398-38.2% | $7,775+14.4% |