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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 | $62,483 | $106,524-41.3% | $152,301-59.0% | $87,485-28.6% |
| Participation rate | 42.6% | 75.8%-33.2pp | 82.4%-39.9pp | 68.9%-26.4pp |
| Annual return | 14.14% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,518 | $6,525-0.1% | $8,004-18.6% | $4,274+52.5% |
| Admin fee / account holder | $6,224 | $8,287-24.9% | $14,398-56.8% | $7,775-19.9% |