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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 | $51,014 | $81,358-37.3% | $155,556-67.2% | $80,959-37.0% |
| Participation rate | 30.9% | 66.3%-35.4pp | 78.2%-47.3pp | 67.7%-36.8pp |
| Annual return | 14.67% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,510 | $3,455-27.4% | $5,631-55.4% | $4,300-41.6% |
| Admin fee / account holder | $1,950 | $7,994-75.6% | $15,885-87.7% | $6,925-71.8% |