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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 | $41,587 | $77,638-46.4% | $156,551-73.4% | $62,881-33.9% |
| Participation rate | 39.3% | 71.2%-31.9pp | 84.0%-44.7pp | 69.3%-30.0pp |
| Annual return | 7.35% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,790 | $3,046-41.2% | $4,871-63.2% | $3,203-44.1% |
| Admin fee / account holder | $1,833 | $5,561-67.0% | $13,028-85.9% | $4,296-57.3% |