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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 | $58,639 | $77,908-24.7% | $149,696-60.8% | $75,173-22.0% |
| Participation rate | 41.9% | 65.6%-23.7pp | 78.8%-36.9pp | 67.2%-25.3pp |
| Annual return | 15.12% | 31.73%-16.6pp | 134.46%-119.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,741 | $3,411+9.7% | $5,682-34.2% | $4,126-9.3% |
| Admin fee / account holder | $1,733 | $5,950-70.9% | $13,212-86.9% | $5,651-69.3% |