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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 | $35,201 | $93,598-62.4% | $135,974-74.1% | $75,173-53.2% |
| Participation rate | 31.3% | 75.2%-43.9pp | 81.9%-50.7pp | 67.2%-36.0pp |
| Annual return | 19.58% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,865 | $6,405-55.3% | $7,760-63.1% | $4,126-30.6% |
| Admin fee / account holder | $356 | $6,978-94.9% | $10,767-96.7% | $5,651-93.7% |