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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 | $38,257 | $91,559-58.2% | $133,978-71.4% | $79,856-52.1% |
| Participation rate | 68.5% | 73.3%-4.8pp | 79.8%-11.3pp | 69.6%-1.1pp |
| Annual return | 17.94% | 61.85%-43.9pp | 45.10%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,143 | $3,734-15.8% | $5,047-37.7% | $3,741-16.0% |
| Admin fee / account holder | $3,626 | $6,321-42.6% | $8,930-59.4% | $5,306-31.7% |