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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 | $36,821 | $88,672-58.5% | $105,223-65.0% | $82,448-55.3% |
| Participation rate | 43.4% | 67.9%-24.5pp | 75.0%-31.6pp | 68.1%-24.6pp |
| Annual return | 20.11% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,859 | $4,036-53.9% | $5,072-63.3% | $4,139-55.1% |
| Admin fee / account holder | $4,247 | $7,146-40.6% | $8,859-52.1% | $7,234-41.3% |