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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 | $46,676 | $88,360-47.2% | $145,433-67.9% | $67,986-31.3% |
| Participation rate | 29.8% | 65.5%-35.7pp | 82.1%-52.3pp | 57.2%-27.4pp |
| Annual return | 18.03% | 63.15%-45.1pp | 66.58%-48.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,699 | $5,932-54.5% | $7,897-65.8% | $3,358-19.6% |
| Admin fee / account holder | $3,917 | $3,313+18.2% | $13,129-70.2% | $3,203+22.3% |