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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 | $56,734 | $81,358-30.3% | $155,556-63.5% | $80,959-29.9% |
| Participation rate | 22.9% | 66.3%-43.4pp | 78.2%-55.4pp | 67.7%-44.8pp |
| Annual return | 12.39% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,705 | $3,455-21.7% | $5,631-52.0% | $4,300-37.1% |
| Admin fee / account holder | $3,827 | $7,994-52.1% | $15,885-75.9% | $6,925-44.7% |