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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 | $89,259-54.5% | $107,187-62.1% | $82,637-50.8% |
| Participation rate | 34.1% | 67.9%-33.8pp | 75.0%-40.9pp | 68.1%-34.0pp |
| Annual return | 19.40% | 21.02%-1.6pp | 204.55%-185.1pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,748 | $4,037-31.9% | $5,096-46.1% | $4,126-33.4% |
| Admin fee / account holder | $1,105 | $7,381-85.0% | $9,162-87.9% | $7,339-84.9% |