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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 | $69,557 | $90,509-23.1% | $78,693-11.6% | $273,968-74.6% |
| Participation rate | 42.1% | 76.5%-34.4pp | 73.6%-31.5pp | 83.0%-40.9pp |
| Annual return | 19.84% | 75.61%-55.8pp | 62.18%-42.3pp | 41.45%-21.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,681 | $3,901+122.5% | $3,517+146.9% | $5,287+64.2% |
| Admin fee / account holder | $2,876 | $5,264-45.4% | $4,511-36.2% | $10,132-71.6% |