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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 | $39,169 | $75,058-47.8% | $152,301-74.3% | $64,340-39.1% |
| Participation rate | 36.7% | 60.9%-24.2pp | 82.4%-45.7pp | 55.2%-18.5pp |
| Annual return | 18.43% | 29.93%-11.5pp | 80.50%-62.1pp | 24.14%-5.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,129 | $5,041-37.9% | $8,004-60.9% | $2,980+5.0% |
| Admin fee / account holder | $4,680 | $4,050+15.6% | $14,398-67.5% | $3,703+26.4% |