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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 | $35,624 | $81,358-56.2% | $155,556-77.1% | $80,959-56.0% |
| Participation rate | 15.4% | 66.3%-50.9pp | 78.2%-62.8pp | 67.7%-52.3pp |
| Annual return | 12.09% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,269 | $3,455-63.3% | $5,631-77.5% | $4,300-70.5% |
| Admin fee / account holder | $8,622 | $7,994+7.9% | $15,885-45.7% | $6,925+24.5% |