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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 | $32,140 | $64,359-50.1% | $90,161-64.4% | $70,126-54.2% |
| Participation rate | 57.1% | 70.4%-13.3pp | 76.9%-19.7pp | 69.5%-12.4pp |
| Annual return | 44.92% | 28.13%+16.8pp | 34.89%+10.0pp | 73.15%-28.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,897 | $4,389-11.2% | $5,287-26.3% | $3,332+17.0% |
| Admin fee / account holder | $733 | $3,945-81.4% | $5,943-87.7% | $4,645-84.2% |