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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 | $44,041 | $91,037-51.6% | $71,671-38.6% | $147,586-70.2% |
| Participation rate | 35.3% | 76.1%-40.8pp | 68.7%-33.5pp | 82.8%-47.5pp |
| Annual return | 16.62% | 20.48%-3.9pp | 20.65%-4.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,097 | $4,498-53.4% | $3,438-39.0% | $5,439-61.4% |
| Admin fee / account holder | $556 | $8,613-93.5% | $5,558-90.0% | $10,886-94.9% |