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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 | $65,282 | $109,359-40.3% | $162,177-59.7% | $72,975-10.5% |
| Participation rate | 39.3% | 84.3%-45.0pp | 87.6%-48.3pp | 69.5%-30.2pp |
| Annual return | 20.73% | 25.46%-4.7pp | 115.60%-94.9pp | 81.01%-60.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,494 | $5,481-36.3% | $7,297-52.1% | $3,608-3.2% |
| Admin fee / account holder | $515 | $7,972-93.5% | $10,843-95.3% | $5,124-90.0% |