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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 | $36,593 | $106,588-65.7% | $94,215-61.2% | $155,188-76.4% |
| Participation rate | 55.6% | 74.3%-18.7pp | 70.0%-14.4pp | 80.8%-25.2pp |
| Annual return | 11.07% | 29.39%-18.3pp | 28.22%-17.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,726 | $4,802-64.1% | $4,276-59.6% | $6,531-73.6% |
| Admin fee / account holder | $1,507 | $12,281-87.7% | $10,216-85.2% | $14,480-89.6% |