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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 | $43,121 | $88,360-51.2% | $145,433-70.3% | $67,986-36.6% |
| Participation rate | 39.8% | 65.5%-25.7pp | 82.1%-42.3pp | 57.2%-17.4pp |
| Annual return | 15.91% | 63.15%-47.2pp | 66.58%-50.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,209 | $5,932-45.9% | $7,897-59.4% | $3,358-4.4% |
| Admin fee / account holder | $6,957 | $3,313+110.0% | $13,129-47.0% | $3,203+117.2% |