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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 | $59,784 | $88,360-32.3% | $145,433-58.9% | $67,986-12.1% |
| Participation rate | 54.8% | 65.5%-10.6pp | 82.1%-27.3pp | 57.2%-2.4pp |
| Annual return | 23.90% | 63.15%-39.3pp | 66.58%-42.7pp | 31.67%-7.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,011 | $5,932-32.4% | $7,897-49.2% | $3,358+19.4% |
| Admin fee / account holder | $1,007 | $3,313-69.6% | $13,129-92.3% | $3,203-68.6% |