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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 | $76,497 | $106,864-28.4% | $147,318-48.1% | $82,637-7.4% |
| Participation rate | 41.5% | 75.5%-34.0pp | 82.1%-40.6pp | 68.1%-26.6pp |
| Annual return | 15.92% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,885 | $6,496-40.2% | $7,906-50.9% | $4,126-5.8% |
| Admin fee / account holder | $3,635 | $8,415-56.8% | $13,708-73.5% | $7,339-50.5% |