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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 | $76,642-43.7% | $146,866-70.6% | $65,306-34.0% |
| Participation rate | 39.8% | 61.2%-21.4pp | 82.5%-42.7pp | 57.7%-17.9pp |
| Annual return | 15.91% | 33.40%-17.5pp | 102.85%-86.9pp | 21.94%-6.0pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,209 | $4,864-34.0% | $7,759-58.6% | $2,959+8.4% |
| Admin fee / account holder | $6,957 | $3,960+75.7% | $13,620-48.9% | $3,480+99.9% |