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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 | $81,276-56.2% | $155,574-77.1% | $80,925-56.0% |
| Participation rate | 15.4% | 66.2%-50.9pp | 78.2%-62.8pp | 67.7%-52.3pp |
| Annual return | 12.09% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,269 | $3,453-63.3% | $5,629-77.5% | $4,299-70.5% |
| Admin fee / account holder | $8,622 | $7,993+7.9% | $15,914-45.8% | $6,940+24.2% |