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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 | $53,754 | $55,930-3.9% | $76,089-29.4% | $80,925-33.6% |
| Participation rate | 38.5% | 62.1%-23.6pp | 69.1%-30.6pp | 67.7%-29.2pp |
| Annual return | 15.18% | 20.58%-5.4pp | 360.94%-345.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,382 | $3,051+10.9% | $4,259-20.6% | $4,299-21.3% |
| Admin fee / account holder | $2,823 | $5,241-46.1% | $6,418-56.0% | $6,940-59.3% |