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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 | $44,369 | $88,672-50.0% | $105,223-57.8% | $82,448-46.2% |
| Participation rate | 42.4% | 67.9%-25.5pp | 75.0%-32.6pp | 68.1%-25.6pp |
| Annual return | 14.28% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,098 | $4,036-23.2% | $5,072-38.9% | $4,139-25.1% |
| Admin fee / account holder | $5,201 | $7,146-27.2% | $8,859-41.3% | $7,234-28.1% |