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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 | $34,395 | $115,225-70.2% | $100,712-65.8% | $138,895-75.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 17.22% | 40.35%-23.1pp | 33.27%-16.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,782 | $4,699-40.8% | $4,085-31.9% | $6,396-56.5% |
| Admin fee / account holder | $443 | $10,844-95.9% | $9,256-95.2% | $12,562-96.5% |