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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 | $36,962 | $124,425-70.3% | $112,040-67.0% | $137,256-73.1% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 18.25% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,439 | $5,718-4.9% | $5,098+6.7% | $6,407-15.1% |
| Admin fee / account holder | $7,687 | $15,207-49.4% | $12,098-36.5% | $12,270-37.4% |