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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 | $43,358 | $114,013-62.0% | $103,693-58.2% | $155,188-72.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 12.23% | 49.31%-37.1pp | 47.61%-35.4pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,782 | $4,970-64.1% | $4,579-61.1% | $6,531-72.7% |
| Admin fee / account holder | $1,771 | $8,407-78.9% | $7,858-77.5% | $14,480-87.8% |