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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 | $33,192 | $81,233-59.1% | $155,567-78.7% | $80,874-59.0% |
| Participation rate | 38.2% | 66.2%-28.0pp | 78.2%-40.0pp | 67.6%-29.4pp |
| Annual return | 14.49% | 33.33%-18.8pp | 64.74%-50.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,385 | $3,452-30.9% | $5,628-57.6% | $4,297-44.5% |
| Admin fee / account holder | $7,224 | $7,998-9.7% | $15,916-54.6% | $6,935+4.2% |