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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 | $30,319 | $81,276-62.7% | $155,574-80.5% | $80,925-62.5% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 10.97% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,533 | $3,453+2.3% | $5,629-37.2% | $4,299-17.8% |
| Admin fee / account holder | $1,592 | $7,993-80.1% | $15,914-90.0% | $6,940-77.1% |