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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 | $77,419-56.4% | $69,461-51.4% | $152,870-77.9% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.6%-38.2pp | 82.4%-46.1pp |
| Annual return | 17.44% | 39.07%-21.6pp | 28.97%-11.5pp | 345.34%-327.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,454 | $4,414-67.1% | $3,536-58.9% | $5,850-75.2% |
| Admin fee / account holder | $2,788 | $6,207-55.1% | $3,840-27.4% | $11,597-76.0% |