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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 | $36,086 | $215,361-83.2% | $171,082-78.9% | $273,972-86.8% |
| Participation rate | 39.1% | 82.0%-42.9pp | 76.7%-37.6pp | 83.0%-43.9pp |
| Annual return | 8.38% | 25.14%-16.8pp | 32.56%-24.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,283 | $5,543-40.8% | $4,797-31.6% | $5,287-37.9% |
| Admin fee / account holder | $3,210 | $10,846-70.4% | $8,520-62.3% | $10,133-68.3% |