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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 | $38,381 | $103,393-62.9% | $87,103-55.9% | $152,909-74.9% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.9%-46.9pp | 82.5%-52.5pp |
| Annual return | 26.89% | 28.10%-1.2pp | 28.19%-1.3pp | 345.46%-318.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,311 | $4,778-9.8% | $4,049+6.5% | $5,851-26.3% |
| Admin fee / account holder | $3,108 | $12,195-74.5% | $7,491-58.5% | $11,601-73.2% |