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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 | $38,466 | $45,343-15.2% | $150,298-74.4% | $67,986-43.4% |
| Participation rate | 20.1% | 51.9%-31.8pp | 77.8%-57.7pp | 57.2%-37.1pp |
| Annual return | 17.72% | 33.28%-15.6pp | 62.79%-45.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,329 | $2,055-35.3% | $5,453-75.6% | $3,358-60.4% |
| Admin fee / account holder | $1,594 | $2,250-29.1% | $14,116-88.7% | $3,203-50.2% |