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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 | $33,769 | $77,449-56.4% | $69,483-51.4% | $152,909-77.9% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.6%-38.2pp | 82.5%-46.1pp |
| Annual return | 17.44% | 39.09%-21.7pp | 28.99%-11.6pp | 345.46%-328.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,454 | $4,415-67.1% | $3,537-58.9% | $5,851-75.2% |
| Admin fee / account holder | $2,788 | $6,210-55.1% | $3,841-27.4% | $11,601-76.0% |