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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 | $63,390 | $125,797-49.6% | $170,043-62.7% | $75,173-15.7% |
| Participation rate | 48.3% | 83.6%-35.3pp | 87.0%-38.7pp | 67.2%-18.9pp |
| Annual return | 23.60% | 27.20%-3.6pp | 53.40%-29.8pp | 160.72%-137.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,997 | $6,838+46.2% | $10,410-4.0% | $4,126+142.3% |
| Admin fee / account holder | $3,435 | $8,177-58.0% | $12,824-73.2% | $5,651-39.2% |