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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 | $75,738 | $110,240-31.3% | $96,544-21.6% | $139,487-45.7% |
| Participation rate | 38.5% | 78.1%-39.7pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 14.39% | 26.41%-12.0pp | 25.88%-11.5pp | 373.84%-359.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,735 | $5,549-68.7% | $4,851-64.2% | $6,713-74.2% |
| Admin fee / account holder | $3,399 | $11,602-70.7% | $8,254-58.8% | $11,407-70.2% |