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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 | $65,749 | $91,179-27.9% | $178,499-63.2% | $79,852-17.7% |
| Participation rate | 39.7% | 69.2%-29.5pp | 81.9%-42.2pp | 69.6%-29.9pp |
| Annual return | 17.70% | 24.19%-6.5pp | 151.10%-133.4pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,482 | $3,236-23.3% | $5,202-52.3% | $3,740-33.7% |
| Admin fee / account holder | $5,073 | $6,749-24.8% | $13,986-63.7% | $5,306-4.4% |