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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 | $54,472 | $69,977-22.2% | $108,582-49.8% | $62,881-13.4% |
| Participation rate | 38.7% | 72.9%-34.2pp | 79.6%-40.9pp | 69.3%-30.6pp |
| Annual return | 6.31% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,123 | $3,165+61.9% | $4,311+18.8% | $3,203+60.0% |
| Admin fee / account holder | $1,975 | $5,076-61.1% | $7,645-74.2% | $4,296-54.0% |