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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 | $67,525 | $103,393-34.7% | $87,103-22.5% | $152,909-55.8% |
| Participation rate | 38.9% | 79.4%-40.5pp | 76.9%-38.0pp | 82.5%-43.6pp |
| Annual return | 17.52% | 28.10%-10.6pp | 28.19%-10.7pp | 345.46%-327.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,149 | $4,778-34.1% | $4,049-22.2% | $5,851-46.2% |
| Admin fee / account holder | $475 | $12,195-96.1% | $7,491-93.7% | $11,601-95.9% |