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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 | $31,395 | $89,367-64.9% | $141,191-77.8% | $72,975-57.0% |
| Participation rate | 65.2% | 75.1%-9.9pp | 82.5%-17.3pp | 69.5%-4.3pp |
| Annual return | 32.85% | 111.87%-79.0pp | 71.41%-38.6pp | 81.01%-48.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,208 | $5,419+69.9% | $6,710+37.2% | $3,608+155.2% |
| Admin fee / account holder | $329 | $5,957-94.5% | $10,264-96.8% | $5,124-93.6% |