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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 | $78,690-23.0% | $161,489-62.5% | $87,485-30.8% |
| Participation rate | 48.8% | 67.5%-18.6pp | 78.7%-29.9pp | 68.9%-20.1pp |
| Annual return | 13.64% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,891 | $3,311+17.5% | $5,630-30.9% | $4,274-9.0% |
| Admin fee / account holder | $1,988 | $6,724-70.4% | $16,006-87.6% | $7,775-74.4% |