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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 | $123,155-66.8% | $108,753-62.4% | $155,188-73.6% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 13.90% | 44.73%-30.8pp | 37.47%-23.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,605 | $4,623-65.3% | $4,115-61.0% | $6,531-75.4% |
| Admin fee / account holder | $5,659 | $12,126-53.3% | $10,320-45.2% | $14,480-60.9% |