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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 | $32,259 | $88,672-63.6% | $105,223-69.3% | $82,448-60.9% |
| Participation rate | 41.9% | 67.9%-26.1pp | 75.0%-33.2pp | 68.1%-26.2pp |
| Annual return | 18.82% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,807 | $4,036-30.5% | $5,072-44.7% | $4,139-32.2% |
| Admin fee / account holder | $330 | $7,146-95.4% | $8,859-96.3% | $7,234-95.4% |