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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 | $40,099 | $77,638-48.4% | $156,551-74.4% | $62,881-36.2% |
| Participation rate | 35.1% | 71.2%-36.1pp | 84.0%-48.9pp | 69.3%-34.2pp |
| Annual return | 10.91% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,611 | $3,046-47.1% | $4,871-66.9% | $3,203-49.7% |
| Admin fee / account holder | $755 | $5,561-86.4% | $13,028-94.2% | $4,296-82.4% |