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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 | $70,686 | $91,167-22.5% | $178,498-60.4% | $79,858-11.5% |
| Participation rate | 32.1% | 69.2%-37.1pp | 81.9%-49.9pp | 69.6%-37.6pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.09%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,678 | $3,236-48.2% | $5,202-67.8% | $3,740-55.1% |
| Admin fee / account holder | $5,130 | $6,747-24.0% | $13,985-63.3% | $5,306-3.3% |