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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 | $65,607 | $101,752-35.5% | $164,928-60.2% | $80,911-18.9% |
| Participation rate | 35.7% | 71.8%-36.1pp | 78.6%-42.9pp | 67.6%-31.9pp |
| Annual return | 12.36% | 16.73%-4.4pp | 70.08%-57.7pp | 35.63%-23.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,681 | $4,477+26.9% | $6,034-5.8% | $4,297+32.2% |
| Admin fee / account holder | $11,286 | $8,218+37.3% | $12,684-11.0% | $6,935+62.8% |