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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 | $51,946 | $81,276-36.1% | $155,574-66.6% | $80,925-35.8% |
| Participation rate | 37.0% | 66.2%-29.3pp | 78.2%-41.3pp | 67.7%-30.7pp |
| Annual return | 13.45% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,158 | $3,453-8.5% | $5,629-43.9% | $4,299-26.5% |
| Admin fee / account holder | $1,665 | $7,993-79.2% | $15,914-89.5% | $6,940-76.0% |