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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 | $57,623 | $94,031-38.7% | $115,768-50.2% | $82,448-30.1% |
| Participation rate | 51.3% | 70.4%-19.1pp | 74.4%-23.1pp | 68.1%-16.8pp |
| Annual return | 14.51% | 20.61%-6.1pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,533 | $3,972-11.0% | $4,917-28.1% | $4,139-14.6% |
| Admin fee / account holder | $6,099 | $10,249-40.5% | $12,439-51.0% | $7,234-15.7% |