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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 | $35,065 | $76,407-54.1% | $150,298-76.7% | $82,448-57.5% |
| Participation rate | 33.7% | 66.4%-32.7pp | 77.8%-44.0pp | 68.1%-34.3pp |
| Annual return | 28.10% | 39.99%-11.9pp | 62.79%-34.7pp | 41.64%-13.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,100 | $3,214-34.7% | $5,453-61.5% | $4,139-49.3% |
| Admin fee / account holder | $3,623 | $6,352-43.0% | $14,116-74.3% | $7,234-49.9% |