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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 | $65,884 | $77,814-15.3% | $158,223-58.4% | $86,983-24.3% |
| Participation rate | 36.8% | 68.4%-31.6pp | 79.2%-42.4pp | 69.5%-32.7pp |
| Annual return | 15.34% | 30.54%-15.2pp | 52.09%-36.7pp | 25.83%-10.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,613 | $3,270+10.5% | $5,467-33.9% | $4,194-13.8% |
| Admin fee / account holder | $899 | $5,879-84.7% | $16,047-94.4% | $7,856-88.6% |