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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 | $37,759 | $70,418-46.4% | $96,570-60.9% | $85,847-56.0% |
| Participation rate | 30.9% | 61.8%-31.0pp | 69.8%-39.0pp | 69.3%-38.5pp |
| Annual return | 15.08% | 18.59%-3.5pp | 37.79%-22.7pp | 318.61%-303.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,588 | $2,894-45.1% | $3,849-58.8% | $3,952-59.8% |
| Admin fee / account holder | $467 | $4,995-90.6% | $6,182-92.4% | $6,261-92.5% |