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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 | $41,348 | $91,559-54.8% | $133,971-69.1% | $79,852-48.2% |
| Participation rate | 40.4% | 73.3%-33.0pp | 79.8%-39.5pp | 69.6%-29.3pp |
| Annual return | 17.98% | 61.85%-43.9pp | 45.09%-27.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,142 | $3,734-15.8% | $5,047-37.7% | $3,740-16.0% |
| Admin fee / account holder | $1,359 | $6,321-78.5% | $8,929-84.8% | $5,306-74.4% |