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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 | $38,847 | $58,828-34.0% | $78,002-50.2% | $62,881-38.2% |
| Participation rate | 23.8% | 71.1%-47.3pp | 75.5%-51.7pp | 69.3%-45.5pp |
| Annual return | 7.52% | 17.16%-9.6pp | 425.99%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,128 | $2,686-20.8% | $3,497-39.2% | $3,203-33.6% |
| Admin fee / account holder | $2,006 | $4,393-54.3% | $5,481-63.4% | $4,296-53.3% |