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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 | $34,481 | $113,339-69.6% | $94,993-63.7% | $147,585-76.6% |
| Participation rate | 38.5% | 78.0%-39.5pp | 73.9%-35.4pp | 82.8%-44.4pp |
| Annual return | 18.29% | 20.77%-2.5pp | 27.12%-8.8pp | 578.57%-560.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,082 | $3,777-44.9% | $3,317-37.2% | $5,439-61.7% |
| Admin fee / account holder | $887 | $6,063-85.4% | $4,960-82.1% | $10,885-91.9% |