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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 | $106,749-13.0% | $145,433-36.2% | $82,448+12.6% |
| Participation rate | 59.7% | 75.6%-15.9pp | 82.1%-22.4pp | 68.1%-8.4pp |
| Annual return | 17.01% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,533 | $6,519+15.6% | $7,897-4.6% | $4,139+82.0% |
| Admin fee / account holder | $8,891 | $8,390+6.0% | $13,129-32.3% | $7,234+22.9% |