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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 | $42,313 | $124,330-66.0% | $109,173-61.2% | $167,536-74.7% |
| Participation rate | 39.1% | 79.5%-40.3pp | 75.9%-36.7pp | 82.1%-43.0pp |
| Annual return | 13.42% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,772 | $5,256-47.3% | $4,654-40.4% | $6,342-56.3% |
| Admin fee / account holder | $1,385 | $7,974-82.6% | $6,755-79.5% | $12,315-88.8% |