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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 | $34,925 | $124,980-72.1% | $108,359-67.8% | $154,746-77.4% |
| Participation rate | 47.6% | 75.2%-27.5pp | 70.1%-22.5pp | 80.7%-33.1pp |
| Annual return | 13.16% | 45.00%-31.8pp | 36.89%-23.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,802 | $4,743-62.0% | $4,137-56.4% | $6,730-73.2% |
| Admin fee / account holder | $5,120 | $11,502-55.5% | $9,741-47.4% | $14,365-64.4% |