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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 | $57,541 | $93,598-38.5% | $135,974-57.7% | $75,173-23.5% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 23.72% | 30.89%-7.2pp | 68.30%-44.6pp | 160.72%-137.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,135 | $6,405-51.1% | $7,760-59.6% | $4,126-24.0% |
| Admin fee / account holder | $1,651 | $6,978-76.3% | $10,767-84.7% | $5,651-70.8% |