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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 | $37,062 | $77,814-52.4% | $158,223-76.6% | $86,983-57.4% |
| Participation rate | 53.8% | 68.4%-14.6pp | 79.2%-25.4pp | 69.5%-15.7pp |
| Annual return | 16.11% | 30.54%-14.4pp | 52.09%-36.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,826 | $3,270+47.6% | $5,467-11.7% | $4,194+15.1% |
| Admin fee / account holder | $1,625 | $5,879-72.4% | $16,047-89.9% | $7,856-79.3% |