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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 | $35,920 | $91,167-60.6% | $178,498-79.9% | $79,858-55.0% |
| Participation rate | 26.2% | 69.2%-43.0pp | 81.9%-55.7pp | 69.6%-43.4pp |
| Annual return | 19.76% | 24.19%-4.4pp | 151.09%-131.3pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,124 | $3,236-34.4% | $5,202-59.2% | $3,740-43.2% |
| Admin fee / account holder | $5,058 | $6,747-25.0% | $13,985-63.8% | $5,306-4.7% |