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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 | $33,176 | $116,203-71.4% | $93,621-64.6% | $152,897-78.3% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.8%-48.6pp | 82.5%-55.2pp |
| Annual return | 18.98% | 35.96%-17.0pp | 32.76%-13.8pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,819 | $4,605-60.5% | $4,070-55.3% | $5,851-68.9% |
| Admin fee / account holder | $7,022 | $10,751-34.7% | $7,890-11.0% | $11,599-39.5% |