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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 | $34,895 | $91,179-61.7% | $178,499-80.5% | $79,852-56.3% |
| Participation rate | 17.5% | 69.2%-51.7pp | 81.9%-64.4pp | 69.6%-52.1pp |
| Annual return | 16.14% | 24.19%-8.1pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,154 | $3,236-64.3% | $5,202-77.8% | $3,740-69.2% |
| Admin fee / account holder | $2,366 | $6,749-64.9% | $13,986-83.1% | $5,306-55.4% |