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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 | $36,190 | $88,360-59.0% | $145,433-75.1% | $67,986-46.8% |
| Participation rate | 30.4% | 65.5%-35.1pp | 82.1%-51.8pp | 57.2%-26.9pp |
| Annual return | 15.46% | 63.15%-47.7pp | 66.58%-51.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,411 | $5,932-59.4% | $7,897-69.5% | $3,358-28.2% |
| Admin fee / account holder | $4,673 | $3,313+41.0% | $13,129-64.4% | $3,203+45.9% |