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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 | $35,168 | $77,638-54.7% | $156,551-77.5% | $62,881-44.1% |
| Participation rate | 31.3% | 71.2%-39.9pp | 84.0%-52.7pp | 69.3%-38.0pp |
| Annual return | 7.02% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,128 | $3,046-30.1% | $4,871-56.3% | $3,203-33.6% |
| Admin fee / account holder | $709 | $5,561-87.3% | $13,028-94.6% | $4,296-83.5% |