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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 | $32,543 | $115,917-71.9% | $100,535-67.6% | $158,982-79.5% |
| Participation rate | 45.0% | 81.6%-36.6pp | 79.4%-34.4pp | 82.0%-37.0pp |
| Annual return | 15.02% | 34.80%-19.8pp | 30.90%-15.9pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,104 | $6,677-38.5% | $6,271-34.6% | $5,983-31.4% |
| Admin fee / account holder | $4,145 | $11,002-62.3% | $8,085-48.7% | $11,252-63.2% |