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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 | $56,316 | $62,672-10.1% | $185,117-69.6% | $70,126-19.7% |
| Participation rate | 40.9% | 63.8%-22.9pp | 77.3%-36.4pp | 69.5%-28.6pp |
| Annual return | 17.23% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,818 | $3,272+47.3% | $5,045-4.5% | $3,332+44.6% |
| Admin fee / account holder | $14,525 | $3,932+269.4% | $8,159+78.0% | $4,645+212.7% |