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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 | $67,359 | $101,795-33.8% | $165,100-59.2% | $80,959-16.8% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 13.89% | 16.73%-2.8pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,427 | $4,476-23.4% | $6,035-43.2% | $4,300-20.3% |
| Admin fee / account holder | $1,211 | $8,221-85.3% | $12,696-90.5% | $6,925-82.5% |