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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 | $77,964 | $105,284-25.9% | $150,734-48.3% | $94,015-17.1% |
| Participation rate | 53.6% | 71.7%-18.2pp | 78.4%-24.9pp | 70.8%-17.2pp |
| Annual return | 16.89% | 15.67%+1.2pp | 600.81%-583.9pp | 17.84%-0.9pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,384 | $4,274+2.6% | $5,610-21.9% | $4,249+3.2% |
| Admin fee / account holder | $2,251 | $9,839-77.1% | $14,905-84.9% | $8,951-74.9% |