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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 | $54,605 | $71,215-23.3% | $93,696-41.7% | $80,935-32.5% |
| Participation rate | 39.6% | 60.4%-20.8pp | 68.7%-29.1pp | 67.7%-28.1pp |
| Annual return | 17.57% | 11.27%+6.3pp | 133.74%-116.2pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,771 | $4,037-56.1% | $4,417-59.9% | $4,299-58.8% |
| Admin fee / account holder | $4,849 | $6,958-30.3% | $8,287-41.5% | $6,924-30.0% |