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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 | $65,098 | $81,262-19.9% | $155,602-58.2% | $80,911-19.5% |
| Participation rate | 41.6% | 66.2%-24.7pp | 78.2%-36.6pp | 67.6%-26.1pp |
| Annual return | 11.03% | 33.34%-22.3pp | 64.81%-53.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,431 | $3,451-0.6% | $5,629-39.0% | $4,297-20.2% |
| Admin fee / account holder | $2,028 | $7,992-74.6% | $15,923-87.3% | $6,935-70.8% |