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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 | $55,560 | $88,360-37.1% | $145,433-61.8% | $67,986-18.3% |
| Participation rate | 17.5% | 65.5%-48.0pp | 82.1%-64.6pp | 57.2%-39.7pp |
| Annual return | 28.81% | 63.15%-34.3pp | 66.58%-37.8pp | 31.67%-2.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,875 | $5,932-68.4% | $7,897-76.3% | $3,358-44.2% |
| Admin fee / account holder | $2,837 | $3,313-14.4% | $13,129-78.4% | $3,203-11.4% |