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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 | $58,674 | $91,179-35.7% | $178,499-67.1% | $79,852-26.5% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 13.65% | 24.19%-10.5pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,733 | $3,236-15.5% | $5,202-47.5% | $3,740-26.9% |
| Admin fee / account holder | $3,787 | $6,749-43.9% | $13,986-72.9% | $5,306-28.6% |