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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 | $39,567 | $89,367-55.7% | $141,191-72.0% | $72,975-45.8% |
| Participation rate | 34.8% | 75.1%-40.3pp | 82.5%-47.7pp | 69.5%-34.7pp |
| Annual return | 21.13% | 111.87%-90.7pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,739 | $5,419-12.5% | $6,710-29.4% | $3,608+31.4% |
| Admin fee / account holder | $3,115 | $5,957-47.7% | $10,264-69.7% | $5,124-39.2% |