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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 | $60,554 | $77,814-22.2% | $158,223-61.7% | $86,983-30.4% |
| Participation rate | 48.8% | 68.4%-19.6pp | 79.2%-30.4pp | 69.5%-20.7pp |
| Annual return | 13.64% | 30.54%-16.9pp | 52.09%-38.4pp | 25.83%-12.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,891 | $3,270+19.0% | $5,467-28.8% | $4,194-7.2% |
| Admin fee / account holder | $1,988 | $5,879-66.2% | $16,047-87.6% | $7,856-74.7% |