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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 | $36,480 | $101,795-64.2% | $165,100-77.9% | $80,959-54.9% |
| Participation rate | 11.1% | 71.8%-60.7pp | 78.6%-67.5pp | 67.7%-56.6pp |
| Annual return | 25.20% | 16.73%+8.5pp | 70.21%-45.0pp | 35.67%-10.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,797 | $4,476-37.5% | $6,035-53.7% | $4,300-35.0% |
| Admin fee / account holder | $557 | $8,221-93.2% | $12,696-95.6% | $6,925-92.0% |