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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 | $57,914 | $108,825-46.8% | $156,181-62.9% | $82,448-29.8% |
| Participation rate | 32.5% | 72.4%-39.9pp | 78.8%-46.3pp | 68.1%-35.6pp |
| Annual return | 40.46% | 20.59%+19.9pp | 64.87%-24.4pp | 41.64%-1.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,111 | $4,577+33.5% | $6,132-0.3% | $4,139+47.6% |
| Admin fee / account holder | $3,839 | $9,341-58.9% | $14,586-73.7% | $7,234-46.9% |