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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 | $54,152 | $106,864-49.3% | $147,318-63.2% | $82,637-34.5% |
| Participation rate | 20.0% | 75.5%-55.5pp | 82.1%-62.1pp | 68.1%-48.1pp |
| Annual return | 18.62% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,663 | $6,496-59.0% | $7,906-66.3% | $4,126-35.5% |
| Admin fee / account holder | $4,892 | $8,415-41.9% | $13,708-64.3% | $7,339-33.3% |