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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 | $43,310 | $106,749-59.4% | $145,433-70.2% | $82,448-47.5% |
| Participation rate | 39.4% | 75.6%-36.3pp | 82.1%-42.7pp | 68.1%-28.7pp |
| Annual return | 19.84% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,055 | $6,519+23.6% | $7,897+2.0% | $4,139+94.6% |
| Admin fee / account holder | $8,513 | $8,390+1.5% | $13,129-35.2% | $7,234+17.7% |