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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 | $38,669 | $84,953-54.5% | $163,379-76.3% | $82,637-53.2% |
| Participation rate | 48.9% | 65.9%-17.0pp | 76.8%-27.9pp | 68.1%-19.1pp |
| Annual return | 18.39% | 23.07%-4.7pp | 63.41%-45.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,708 | $4,326+8.8% | $6,282-25.0% | $4,126+14.1% |
| Admin fee / account holder | $1,731 | $7,921-78.2% | $9,818-82.4% | $7,339-76.4% |