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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 | $53,174 | $139,948-62.0% | $121,663-56.3% | $154,746-65.6% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 15.88% | 230.52%-214.6pp | 147.54%-131.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,980 | $5,629-64.8% | $4,887-59.5% | $6,730-70.6% |
| Admin fee / account holder | $807 | $17,321-95.3% | $14,289-94.4% | $14,365-94.4% |