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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 | $34,327 | $118,496-71.0% | $98,461-65.1% | $139,466-75.4% |
| Participation rate | 45.5% | 77.5%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 12.71% | 18.96%-6.3pp | 21.17%-8.5pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,074 | $5,393-24.5% | $4,738-14.0% | $6,712-39.3% |
| Admin fee / account holder | $1,664 | $14,056-88.2% | $8,961-81.4% | $11,409-85.4% |