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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 | $39,335 | $88,360-55.5% | $145,433-73.0% | $67,986-42.1% |
| Participation rate | 48.1% | 65.5%-17.4pp | 82.1%-34.0pp | 57.2%-9.1pp |
| Annual return | 17.15% | 63.15%-46.0pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,094 | $5,932+2.7% | $7,897-22.8% | $3,358+81.5% |
| Admin fee / account holder | $7,023 | $3,313+112.0% | $13,129-46.5% | $3,203+119.3% |