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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 | $30,265 | $90,486-66.6% | $78,676-61.5% | $273,972-89.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 10.54% | 75.62%-65.1pp | 62.19%-51.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,230 | $3,901-42.8% | $3,517-36.6% | $5,287-57.8% |
| Admin fee / account holder | $3,808 | $5,263-27.7% | $4,510-15.6% | $10,133-62.4% |