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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 | $36,293 | $99,652-63.6% | $78,778-53.9% | $147,586-75.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 13.49% | 47.28%-33.8pp | 35.62%-22.1pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,656 | $3,664-27.5% | $2,958-10.2% | $5,439-51.2% |
| Admin fee / account holder | $1,178 | $7,155-83.5% | $5,134-77.0% | $10,886-89.2% |