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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 | $18,050 | $81,276-77.8% | $155,574-88.4% | $80,925-77.7% |
| Participation rate | 48.8% | 66.2%-17.5pp | 78.2%-29.4pp | 67.7%-18.9pp |
| Annual return | 17.11% | 33.36%-16.2pp | 64.87%-47.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,305 | $3,453-4.3% | $5,629-41.3% | $4,299-23.1% |
| Admin fee / account holder | $2,280 | $7,993-71.5% | $15,914-85.7% | $6,940-67.1% |