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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 | $59,215 | $77,814-23.9% | $158,223-62.6% | $86,983-31.9% |
| Participation rate | 30.5% | 68.4%-37.9pp | 79.2%-48.7pp | 69.5%-39.1pp |
| Annual return | 34.74% | 30.54%+4.2pp | 52.09%-17.4pp | 25.83%+8.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,025 | $3,270-38.1% | $5,467-63.0% | $4,194-51.7% |
| Admin fee / account holder | $1,712 | $5,879-70.9% | $16,047-89.3% | $7,856-78.2% |