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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 | $57,284 | $108,226-47.1% | $77,513-26.1% | $158,950-64.0% |
| Participation rate | 22.2% | 64.4%-42.2pp | 54.2%-32.0pp | 82.0%-59.7pp |
| Annual return | 13.98% | 31.67%-17.7pp | 54.81%-40.8pp | 302.91%-288.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $352 | $2,456-85.7% | $1,861-81.1% | $5,983-94.1% |
| Admin fee / account holder | $2,496 | $3,710-32.7% | $2,859-12.7% | $11,248-77.8% |