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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 | $41,395 | $106,749-61.2% | $145,433-71.5% | $82,448-49.8% |
| Participation rate | 17.9% | 75.6%-57.8pp | 82.1%-64.3pp | 68.1%-50.2pp |
| Annual return | 14.88% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,045 | $6,519-53.3% | $7,897-61.4% | $4,139-26.4% |
| Admin fee / account holder | $8,219 | $8,390-2.0% | $13,129-37.4% | $7,234+13.6% |