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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 | $60,471 | $77,908-22.4% | $149,696-59.6% | $75,173-19.6% |
| Participation rate | 43.2% | 65.6%-22.3pp | 78.8%-35.5pp | 67.2%-24.0pp |
| Annual return | 13.35% | 31.73%-18.4pp | 134.46%-121.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,681 | $3,411-21.4% | $5,682-52.8% | $4,126-35.0% |
| Admin fee / account holder | $735 | $5,950-87.6% | $13,212-94.4% | $5,651-87.0% |