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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 | $37,221 | $90,486-58.9% | $78,676-52.7% | $273,972-86.4% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 19.58% | 75.62%-56.0pp | 62.19%-42.6pp | 41.46%-21.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,260 | $3,901-42.1% | $3,517-35.7% | $5,287-57.3% |
| Admin fee / account holder | $3,801 | $5,263-27.8% | $4,510-15.7% | $10,133-62.5% |