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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 | $58,214 | $98,652-41.0% | $142,942-59.3% | $82,448-29.4% |
| Participation rate | 48.1% | 72.8%-24.6pp | 76.8%-28.7pp | 68.1%-20.0pp |
| Annual return | 19.74% | 22.65%-2.9pp | 113.70%-94.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,485 | $5,580-19.6% | $7,128-37.1% | $4,139+8.4% |
| Admin fee / account holder | $1,981 | $8,078-75.5% | $12,475-84.1% | $7,234-72.6% |