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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 | $40,632 | $88,672-54.2% | $105,223-61.4% | $82,448-50.7% |
| Participation rate | 34.1% | 67.9%-33.8pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 19.40% | 30.86%-11.5pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,748 | $4,036-31.9% | $5,072-45.8% | $4,139-33.6% |
| Admin fee / account holder | $1,105 | $7,146-84.5% | $8,859-87.5% | $7,234-84.7% |