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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 | $39,402 | $93,617-57.9% | $135,982-71.0% | $75,177-47.6% |
| Participation rate | 44.0% | 75.2%-31.2pp | 81.9%-37.9pp | 67.2%-23.2pp |
| Annual return | 16.99% | 30.89%-13.9pp | 68.32%-51.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,033 | $6,406-52.7% | $7,760-60.9% | $4,126-26.5% |
| Admin fee / account holder | $1,527 | $6,980-78.1% | $10,767-85.8% | $5,651-73.0% |