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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 | $30,596 | $93,598-67.3% | $135,974-77.5% | $75,173-59.3% |
| Participation rate | 37.5% | 75.2%-37.7pp | 81.9%-44.4pp | 67.2%-29.7pp |
| Annual return | 26.33% | 30.89%-4.6pp | 68.30%-42.0pp | 160.72%-134.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,401 | $6,405-15.7% | $7,760-30.4% | $4,126+30.9% |
| Admin fee / account holder | $2,592 | $6,978-62.9% | $10,767-75.9% | $5,651-54.1% |