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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 | $82,133-55.9% | $147,318-75.4% | $64,097-43.5% |
| Participation rate | 30.4% | 62.3%-31.9pp | 82.1%-51.7pp | 55.2%-24.8pp |
| Annual return | 15.46% | 78.78%-63.3pp | 70.43%-55.0pp | 34.64%-19.2pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,411 | $5,407-55.4% | $7,906-69.5% | $3,080-21.7% |
| Admin fee / account holder | $4,673 | $3,730+25.3% | $13,708-65.9% | $3,454+35.3% |