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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 | $58,183 | $101,950-42.9% | $125,529-53.6% | $86,983-33.1% |
| Participation rate | 36.0% | 70.2%-34.2pp | 74.7%-38.7pp | 69.5%-33.5pp |
| Annual return | 19.15% | 18.29%+0.9pp | 202.56%-183.4pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,053 | $3,862+30.8% | $4,813+5.0% | $4,194+20.5% |
| Admin fee / account holder | $2,329 | $12,791-81.8% | $16,298-85.7% | $7,856-70.4% |