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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 | $40,530 | $106,864-62.1% | $147,318-72.5% | $82,637-51.0% |
| Participation rate | 57.6% | 75.5%-17.9pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 15.45% | 27.49%-12.0pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,524 | $6,496-30.4% | $7,906-42.8% | $4,126+9.6% |
| Admin fee / account holder | $6,477 | $8,415-23.0% | $13,708-52.7% | $7,339-11.7% |