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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 | $71,208-26.6% | $93,681-44.2% | $80,911-35.4% |
| Participation rate | 22.5% | 60.4%-37.9pp | 68.7%-46.2pp | 67.6%-45.1pp |
| Annual return | 15.23% | 11.27%+4.0pp | 133.47%-118.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,649 | $4,035-59.1% | $4,415-62.7% | $4,297-61.6% |
| Admin fee / account holder | $6,383 | $6,951-8.2% | $8,290-23.0% | $6,935-7.9% |