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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 | $70,532-20.4% | $68,948-18.6% | $137,256-59.1% |
| Participation rate | 38.5% | 81.0%-42.5pp | 79.2%-40.7pp | 80.0%-41.5pp |
| Annual return | 16.73% | 32.56%-15.8pp | 28.39%-11.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,481 | $6,773-78.1% | $6,186-76.1% | $6,407-76.9% |
| Admin fee / account holder | $2,082 | $7,916-73.7% | $7,539-72.4% | $12,270-83.0% |