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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 | $44,589 | $81,358-45.2% | $155,556-71.3% | $80,959-44.9% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 13.03% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,007 | $3,455+16.0% | $5,631-28.8% | $4,300-6.8% |
| Admin fee / account holder | $696 | $7,994-91.3% | $15,885-95.6% | $6,925-90.0% |