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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 | $56,109 | $90,538-38.0% | $88,457-36.6% | $154,746-63.7% |
| Participation rate | 38.5% | 80.9%-42.4pp | 78.6%-40.2pp | 80.7%-42.2pp |
| Annual return | 16.73% | 37.97%-21.2pp | 32.69%-16.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,481 | $6,073-75.6% | $5,667-73.9% | $6,730-78.0% |
| Admin fee / account holder | $2,082 | $10,337-79.9% | $9,606-78.3% | $14,365-85.5% |