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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 | $39,847 | $81,331-51.0% | $155,534-74.4% | $80,935-50.8% |
| Participation rate | 23.3% | 66.3%-43.0pp | 78.2%-55.0pp | 67.7%-44.4pp |
| Annual return | 16.55% | 33.37%-16.8pp | 64.92%-48.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,279 | $3,454-63.0% | $5,630-77.3% | $4,299-70.3% |
| Admin fee / account holder | $3,179 | $7,999-60.3% | $15,900-80.0% | $6,924-54.1% |