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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 | $42,293 | $76,696-44.9% | $96,538-56.2% | $71,529-40.9% |
| Participation rate | 60.2% | 66.6%-6.4pp | 74.3%-14.2pp | 67.9%-7.7pp |
| Annual return | 16.04% | 48.32%-32.3pp | 35.74%-19.7pp | 28.97%-12.9pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,236 | $3,770-40.7% | $4,880-54.2% | $4,291-47.9% |
| Admin fee / account holder | $966 | $2,030-52.4% | $6,737-85.7% | $1,588-39.2% |