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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 | $52,297 | $71,230-26.6% | $93,727-44.2% | $80,959-35.4% |
| Participation rate | 22.5% | 60.4%-37.9pp | 68.7%-46.2pp | 67.7%-45.1pp |
| Annual return | 15.23% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,649 | $4,037-59.2% | $4,417-62.7% | $4,300-61.7% |
| Admin fee / account holder | $6,383 | $6,961-8.3% | $8,292-23.0% | $6,925-7.8% |