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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 | $31,442 | $81,276-61.3% | $155,574-79.8% | $80,925-61.1% |
| Participation rate | 51.5% | 66.2%-14.7pp | 78.2%-26.7pp | 67.7%-16.1pp |
| Annual return | 14.73% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,267 | $3,453-5.4% | $5,629-42.0% | $4,299-24.0% |
| Admin fee / account holder | $1,960 | $7,993-75.5% | $15,914-87.7% | $6,940-71.8% |