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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 | $36,590 | $112,892-67.6% | $90,956-59.8% | $158,931-77.0% |
| Participation rate | 38.5% | 74.7%-36.3pp | 69.0%-30.5pp | 82.0%-43.5pp |
| Annual return | 11.05% | 215.80%-204.8pp | 134.60%-123.6pp | 302.86%-291.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,568 | $4,127-37.8% | $3,373-23.8% | $5,982-57.1% |
| Admin fee / account holder | $2,258 | $8,042-71.9% | $5,959-62.1% | $11,247-79.9% |