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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 | $39,933 | $84,236-52.6% | $170,439-76.6% | $70,124-43.1% |
| Participation rate | 35.1% | 70.8%-35.7pp | 83.6%-48.5pp | 69.5%-34.4pp |
| Annual return | 22.13% | 23.06%-0.9pp | 205.94%-183.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,604 | $3,086-48.0% | $4,939-67.5% | $3,332-51.9% |
| Admin fee / account holder | $890 | $5,698-84.4% | $13,881-93.6% | $4,645-80.9% |