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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 | $43,293 | $77,901-44.4% | $149,717-71.1% | $75,181-42.4% |
| Participation rate | 23.9% | 65.6%-41.7pp | 78.8%-54.9pp | 67.2%-43.3pp |
| Annual return | 14.02% | 31.73%-17.7pp | 134.41%-120.4pp | 160.69%-146.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,046 | $3,411-40.0% | $5,682-64.0% | $4,126-50.4% |
| Admin fee / account holder | $2,985 | $5,949-49.8% | $13,213-77.4% | $5,650-47.2% |