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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 | $38,736 | $154,209-74.9% | $130,062-70.2% | $139,487-72.2% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 21.49% | 32.52%-11.0pp | -137.37%+158.9pp | 373.84%-352.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,242 | $6,709+7.9% | $5,821+24.4% | $6,713+7.9% |
| Admin fee / account holder | $1,572 | $13,988-88.8% | $10,601-85.2% | $11,407-86.2% |