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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 | $40,912 | $124,980-67.3% | $108,359-62.2% | $154,746-73.6% |
| Participation rate | 37.5% | 75.2%-37.7pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 13.90% | 45.00%-31.1pp | 36.89%-23.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,605 | $4,743-66.2% | $4,137-61.2% | $6,730-76.2% |
| Admin fee / account holder | $5,659 | $11,502-50.8% | $9,741-41.9% | $14,365-60.6% |