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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 | $53,882 | $108,285-50.2% | $77,552-30.5% | $158,982-66.1% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 33.85% | 31.69%+2.2pp | 54.82%-21.0pp | 302.99%-269.1pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,881 | $2,455-23.4% | $1,861+1.1% | $5,983-68.6% |
| Admin fee / account holder | $2,502 | $3,709-32.5% | $2,859-12.5% | $11,252-77.8% |