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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 | $59,302 | $88,672-33.1% | $105,223-43.6% | $82,448-28.1% |
| Participation rate | 58.5% | 67.9%-9.4pp | 75.0%-16.5pp | 68.1%-9.5pp |
| Annual return | 17.87% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,330 | $4,036+7.3% | $5,072-14.6% | $4,139+4.6% |
| Admin fee / account holder | $2,506 | $7,146-64.9% | $8,859-71.7% | $7,234-65.4% |