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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 | $39,776 | $117,895-66.3% | $102,460-61.2% | $145,897-72.7% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 10.92% | 31.92%-21.0pp | 29.47%-18.5pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,107 | $5,736-11.0% | $5,056+1.0% | $6,689-23.7% |
| Admin fee / account holder | $2,248 | $13,353-83.2% | $9,460-76.2% | $13,390-83.2% |