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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 | $58,650 | $101,798-42.4% | $165,071-64.5% | $80,935-27.5% |
| Participation rate | 29.5% | 71.8%-42.3pp | 78.6%-49.1pp | 67.7%-38.1pp |
| Annual return | 14.96% | 16.73%-1.8pp | 70.17%-55.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,321 | $4,476-25.8% | $6,035-45.0% | $4,299-22.7% |
| Admin fee / account holder | $8,760 | $8,221+6.6% | $12,695-31.0% | $6,924+26.5% |