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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 | $81,323 | $124,330-34.6% | $109,173-25.5% | $167,536-51.5% |
| Participation rate | 35.7% | 79.5%-43.7pp | 75.9%-40.2pp | 82.1%-46.4pp |
| Annual return | 14.49% | 26.04%-11.6pp | 25.75%-11.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,612 | $5,256-69.3% | $4,654-65.4% | $6,342-74.6% |
| Admin fee / account holder | $849 | $7,974-89.4% | $6,755-87.4% | $12,315-93.1% |