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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 | $80,109 | $81,358-1.5% | $155,556-48.5% | $80,959-1.0% |
| Participation rate | 40.9% | 66.3%-25.4pp | 78.2%-37.3pp | 67.7%-26.8pp |
| Annual return | 33.18% | 33.39%-0.2pp | 64.84%-31.7pp | 35.67%-2.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,739 | $3,455-20.7% | $5,631-51.4% | $4,300-36.3% |
| Admin fee / account holder | $5,240 | $7,994-34.4% | $15,885-67.0% | $6,925-24.3% |