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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 | $54,891 | $85,060-35.5% | $70,565-22.2% | $139,487-60.6% |
| Participation rate | 26.7% | 73.9%-47.2pp | 68.4%-41.7pp | 80.3%-53.7pp |
| Annual return | 13.75% | 30.39%-16.6pp | 32.79%-19.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,188 | $5,891-79.8% | $4,568-74.0% | $6,713-82.3% |
| Admin fee / account holder | $3,706 | $8,932-58.5% | $6,430-42.4% | $11,407-67.5% |