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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 | $52,968 | $93,617-43.4% | $135,982-61.0% | $75,177-29.5% |
| Participation rate | 30.8% | 75.2%-44.4pp | 81.9%-51.2pp | 67.2%-36.4pp |
| Annual return | 22.57% | 30.89%-8.3pp | 68.32%-45.8pp | 160.75%-138.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,657 | $6,406-58.5% | $7,760-65.8% | $4,126-35.6% |
| Admin fee / account holder | $3,080 | $6,980-55.9% | $10,767-71.4% | $5,651-45.5% |