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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 | $34,663 | $135,956-74.5% | $123,894-72.0% | $273,972-87.3% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 11.09% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,938 | $6,343-53.7% | $5,984-50.9% | $5,287-44.4% |
| Admin fee / account holder | $2,658 | $9,817-72.9% | $8,357-68.2% | $10,133-73.8% |