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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 | $35,337 | $83,337-57.6% | $67,834-47.9% | $273,972-87.1% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 7.60% | 259.45%-251.8pp | 138.47%-130.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,563 | $4,088-61.8% | $3,160-50.5% | $5,287-70.4% |
| Admin fee / account holder | $391 | $6,752-94.2% | $4,622-91.5% | $10,133-96.1% |