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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 | $47,164 | $123,155-61.7% | $108,753-56.6% | $155,188-69.6% |
| Participation rate | 35.7% | 75.6%-39.9pp | 71.1%-35.4pp | 80.8%-45.1pp |
| Annual return | 11.36% | 44.73%-33.4pp | 37.47%-26.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,261 | $4,623-29.5% | $4,115-20.7% | $6,531-50.1% |
| Admin fee / account holder | $1,965 | $12,126-83.8% | $10,320-81.0% | $14,480-86.4% |