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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 | $60,438 | $101,795-40.6% | $165,100-63.4% | $80,959-25.3% |
| Participation rate | 53.5% | 71.8%-18.3pp | 78.6%-25.1pp | 67.7%-14.2pp |
| Annual return | 14.87% | 16.73%-1.9pp | 70.21%-55.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,520 | $4,476+23.3% | $6,035-8.5% | $4,300+28.4% |
| Admin fee / account holder | $15,771 | $8,221+91.8% | $12,696+24.2% | $6,925+127.7% |